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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. |
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