Joseph Foy

Joseph Foy is an Investment Analyst at Ogorek Wealth Management LLC. He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports. He also assists the Portfolio Manager on research projects and with other ad hoc requests.

Joe started his career as an Operations Analyst at Citigroup. He earned his B.S. in Finance/Economics at Canisius College.