Joseph Marzano, CFA

Principal

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Biography
Education & Other Highlights
Location(s)

Joseph Marzano is an institutional advisor based in Chicago, IL.

CAPTRUST welcomed Joe to our team in 2021. As a principal, he provides investment advisory services to clients focusing on corporate retirement plans, endowments, foundations, and family office clients.

Joe joined us from Ellwood Associates—a comprehensive financial services firm. He served as a consultant and was the practice leader for defined benefit plans. As the head of opportunistic fixed income research, Joe led the firm’s strategic thinking, including best practices regarding governance, industry trends, and regulatory updates that impact defined benefit plans.

Prior to joining Ellwood, Joe worked as a senior investment analyst for Ennis Knupp and Associates. He earned a Bachelor of Arts degree in risk management from Illinois Wesleyan University and a Master of Business Administration degree from DePaul University.

Education

  • Bachelor of Arts degree in risk management from Illinois Wesleyan University
  • Master of Business Administration degree from DePaul University

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Chicago)

Resources

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