Joe Giltner Cfa
I have over 12 years of experience in the financial services industry, leading a dedicated team at Axio... | West Columbia, South Carolina, United States
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Joe Giltner Cfa’s Emails jo****@ax****.com
Joe Giltner Cfa’s Phone Numbers No phone number available.
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Joe Giltner Cfa’s Location West Columbia, South Carolina, United States
Joe Giltner Cfa’s Expertise I have over 12 years of experience in the financial services industry, leading a dedicated team at Axio Consulting Group, a boutique Registered Investment Adviser that specializes in defined contribution retirement plan investment management. As the President of the firm, I spearhead strategic investment decisions, provide fiduciary expertise, and ensure optimal plan performance, regulatory compliance, and risk mitigation for our clients. My diverse expertise spans equity and fixed income analysis, economic forecasting, and portfolio management. I hold the Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA) degree, with a focus on business analytics. I'm passionate about navigating the complexities of the financial landscape and delivering customized solutions to both ERISA and Non-ERISA plan sponsors. I'm always open to new opportunities and collaborations that leverage my wealth of experience and knowledge. Let's connect and explore how we can work together!
Joe Giltner Cfa’s Current Industry Axio Consulting
Joe
Giltner Cfa’s Prior Industry
Eagle Aviation
|
Ccm Investment Advisers
|
Axio Consulting
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Work Experience
Axio Consulting
President
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ccm Investment Advisers
Vice President
Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Ccm Investment Advisers
Assistant Vice President
Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Ccm Investment Advisers
Intern
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Eagle Aviation
Customer Service Representative/Lineman
Sat Jul 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Joe Giltner Cfa Email Addresses
FAQ About Joe Giltner Cfa
-
Joe Giltner Cfa is located at
West Columbia, South Carolina, United States -
Joe Giltner Cfa is a
I have over 12 years of experience in the financial services industry, leading a dedicated team at Axio Consulting Group, a boutique Registered Investment Adviser that specializes in defined contribution retirement plan investment management. As the President of the firm, I spearhead strategic investment decisions, provide fiduciary expertise, and ensure optimal plan performance, regulatory compliance, and risk mitigation for our clients. My diverse expertise spans equity and fixed income analysis, economic forecasting, and portfolio management. I hold the Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA) degree, with a focus on business analytics. I'm passionate about navigating the complexities of the financial landscape and delivering customized solutions to both ERISA and Non-ERISA plan sponsors. I'm always open to new opportunities and collaborations that leverage my wealth of experience and knowledge. Let's connect and explore how we can work together! Axio Consulting -
Joe Giltner Cfa currently works in the
Axio Consulting -
Joe Giltner Cfa specializes in
I have over 12 years of experience in the financial services industry, leading a dedicated team at Axio Consulting Group, a boutique Registered Investment Adviser that specializes in defined contribution retirement plan investment management. As the President of the firm, I spearhead strategic investment decisions, provide fiduciary expertise, and ensure optimal plan performance, regulatory compliance, and risk mitigation for our clients. My diverse expertise spans equity and fixed income analysis, economic forecasting, and portfolio management. I hold the Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA) degree, with a focus on business analytics. I'm passionate about navigating the complexities of the financial landscape and delivering customized solutions to both ERISA and Non-ERISA plan sponsors. I'm always open to new opportunities and collaborations that leverage my wealth of experience and knowledge. Let's connect and explore how we can work together! -
Joe Giltner Cfa speaks the following languages:
No languages available. -
Joe Giltner Cfa has prior experience in the following industries:
Ccm Investment Advisers , Ccm Investment Advisers , Ccm Investment Advisers , Eagle Aviation -
Joe Giltner Cfa has the following professional experience:
Axio Consulting , Ccm Investment Advisers , Ccm Investment Advisers , Ccm Investment Advisers , Eagle Aviation . -
You can view Joe Giltner Cfa’s
LinkedIn profile at LinkedIn URL. -
Joe Giltner Cfa’s work email addresses are
[email protected] . -
Joe Giltner Cfa works at
Axio Consulting
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