With 10 years of industry experience and a near lifetime as a student of financial markets, our co-founder, Joe Lotito’s invaluable knowledge and ability to see what others do not, position JP Lotito & Co. to truly enhance our client’s lives both personally and financially.
Beginning his career in early 2008, Joe served as an RFP Coordinator for ACCESS Consulting Group, LLC. His responsibilities at ACCESS included the development of a database search and management system seeking Request for Proposals (“RFP”) within the Public Employee Retirement System industry for potential business opportunities for the firms Hedge Fund clients. His innovations led to searching national databases, communicating with industry consultants and interacting with hundreds of Public Employee Pension systems to provide management with critical information on the status of pending RFPs. Joe also served on the business development committee which directed the participation by the firm’s clients in RFPs, resulting in a 100% increase in firm wide RFP business. In 2009-2010 Joe was hired by Buckman, Buckman & Reid, a FINRA registered brokerage firm, as part of a specialized team assembled to open over 30,000 foreign accounts, establishing the firm as the largest US based, online, brokerage firm in China at the time. At the completion of the project, Joe accepted a position within the firm as Operations Specialist overseeing every aspect of securities transactions, as well as assisting Senior Advisors with portfolio management, account reconciliations and client relations. Joe has devised numerous innovative applications to both streamline and expedite operational processes, resulting in reduced costs and greater efficiencies. In 2013, Joe began his career as an Equity Trader, while still retaining all other responsibilities within the firm, and in 2015 transitioned into a full time trading position where he managed and executed directed equity stock orders from major financial institutions such as Morgan Stanley, Oppenhiemer, Royal Bank of Canada, large retirement/pension plans and many others. Joe attended Scranton University, where he studied Business Administration and Economics. During his time at Scranton, Joe participated in their Foreign Studies Program which included a semester abroad studying International Business at Bond University in Queensland Australia. Joe currently holds FINRA Series 7, 55 and 66 securities licenses as well as both his life and health insurance licenses. |
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