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Joseph Cecere, CFA

Joseph Cecere, CFA

Summit Financial Senior Investment Analyst

jcecere@sfr1.com

Joe Cecere, CFA has nearly five years of experience within the private wealth sector. Prior to joining Summit, he worked in a supply chain management role for a medical supply company and helped get critical PPE into the hands of doctors and hospital workers during the COVID-19 pandemic. Joe plays an integral role in the Investment Team’s due diligence process with a focus on private markets, authors regular investment market commentary, and provides multifaceted support to Summit’s advisor base. Joe holds a B.A. in Economics from Georgetown University, an MBA with concentrations in Finance and Supply Chain Management from Rutgers University, and is a CFA charter holder.