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For the 8 years prior to joining DaneVest Capital, he was a Portfolio Manager at Holt-Smith Advisors and a voting member of its equity and fixed income research teams. From 1998 to 1999, Mr. Joanis was a Mutual Fund Representative at Strong Capital Management. Mr. Joanis, a CFA charterholder, is a member of the CFA Institute and the CFA Society of Madison. Mr. Joanis earned his Bachelor of Business Administration and Economics minor degree from St. Norbert College, De Pere, Wisconsin. Terrence R. Wall, CEO >>
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P.O. BOX 7792 • MADISON, WI 53707 • 608-661-1000 • 877-DANEVST Disclaimer >> Privacy Policy >> ©2008 DaneVest Capital LLC |
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