Title: Managing Director
Branch / Location: Cleveland, OH
With 25 years’ experience in the industry, Joseph Stanzi has built a career by successfully managing diversified equity portfolios on a discretionary basis for individuals, corporations, trusts and non-profit endowments.
Joe started with Parker Hunter Investments and became Branch Manager before moving to McDonald Securities in 1992. He is Series 7,63,65 & 8 registered.
Earning a Bachelor of Science degree from Lake Erie College, Joe double-majored in Marketing and Finance. He completed the Securities Institute Association (SIA) continuing education program at the Wharton School of Business, University of Pennsylvania.
He resides in Kirtland with his wife and three sons.