Metropolitan Capital
Joe Marconi has a strong background in finance and investment management. Joe started their career as an intern at IronBridge Capital Management, where they gained experience in organizing shareholder letters, financial statements, and assisting with trades. Joe then moved on to Sun Trading LLC, where they continued their internship, conducting research on various stock exchanges and supporting the accounting team. Joe later joined Metropolitan Capital as an Operations Manager and eventually took on the role of Assistant Vice President, Financial Manager. In this position, they oversee financial operations and manages a team. Overall, Joe Marconi has demonstrated a progressive career in the finance industry with a focus on investment management.
Joe Marconi completed their Bachelor's Degree in Finance, General from St. Ambrose University from 2013 to 2017. In addition to their degree, they obtained several certifications, including the Series 63, Series 82, and Securities Industry Essentials (SIE) from FINRA in September 2020 and August 2020, respectively.
Metropolitan Capital
Member FDIC. Metropolitan Capital is a Universal Bank offering premier Private Banking & Wealth Advisory, Commercial Banking, and Investment Banking services that cater to high net worth individuals and entrepreneurs, their families, and the businesses they own and operate. At Metropolitan Capital, the client experience drives our business philosophy. Through a hands-on approach at every touchpoint of the relationship, our financial professionals provide clients with the tools and the insights to achieve both their professional and personal goals. Our unique ability to understand complex circumstances and craft long-term customized solutions has differentiated Metropolitan Capital from other financial institutions in the industry and has enabled us to successfully grow nearly exclusively through client referrals. Metropolitan Capital comprises a family of financial service companies that include Metropolitan Capital Bancorp, Inc. (Federal Reserve-regulated financial holding company), wholly owned Metropolitan Capital Bank & Trust (Member FDIC), and Metropolitan Capital Investment Banc (FINRA-licensed broker dealer).