Talk to sales Try for Free
Joe Climo, CFA

Joe Climo, CFA

Building Contractor

Followers of Joe Climo, CFA574 followers
location of Joe Climo, CFAAuckland, Auckland, New Zealand

Connect with Joe Climo, CFA to Send Message

Connect

Connect with Joe Climo, CFA to Send Message

Connect

  • Timeline

  • About me

    Investment Manager at Reddy Group Family Office

  • Education

    • Hamilton Boys' High School

      -

      Activities and Societies: Lacrosse Tennis Table Tennis

    • The University of Waikato

      -
      Master of Management Studies Finance 8.40/9.00 GPA

    • The University of Waikato

      -
      Bachelor of Business Analysis Finance and Economics

      Activities and Societies: WIC Waikato Investment Club

  • Experience

    • Generation Homes

      Jan 2015 - Jan 2015
      Building Contractor

    • WHITCOULLS 2011 LIMITED

      Mar 2017 - Feb 2019

      • Assistant Manager

        Jun 2018 - Feb 2019

      • Supervisor

        Dec 2017 - Jun 2018

      • Sales Position

        Mar 2017 - Dec 2017

    • Jacobsen Holdings

      Feb 2019 - Jun 2021

      Directly reporting to the Group CEO, I provide group level business management and analytical support, including: financial, operational and project-based analysis, plan building, execution and reporting.Specific emphasis on ad-hoc financial analysis (Valuation, Financial and Scenario Modelling), Due Diligence, Market Research, Strategy and Board reporting.

      • Investment Analyst

        Jan 2021 - Jun 2021

      • Group Business Analyst

        Dec 2019 - Jan 2021

      • Management Cadet / Business Analyst

        Feb 2019 - Dec 2019

    • Jacobsen

      Feb 2019 - Jun 2021
      Board Observer

    • Propspeed

      Feb 2019 - Jun 2021
      Board Observer

    • Tredsafe

      Feb 2019 - Jun 2021
      Board Observer

    • Reddy Group

      Jun 2021 - now

      Lead the Indirect Investment Programme. Our allocation focus is on Private Equity, Venture Capital and Infrastructure Managers, although we manage a global diversified portfolio.Assist Direct Investment Programme, through deal support and strategic governance (Board Observerships). Observer & Investment Management Representation on the RGFO Investment Committee. The Reddy Family Office brings its collective governance, strategic expertise and future-focus to every relationship in our diverse and growing portfolio. Our interests are global, and we invest in a wide range of businesses, industries and assets.https://www.reddygroup.com/

      • Investment Manager

        Mar 2023 - now

      • Investment Analyst

        Jun 2021 - Mar 2023

    • Tanoa Hotel Group

      Jul 2024 - now
      Board Observer

    • Acrow Group

      Nov 2024 - now
      Board Observer

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Nov 2022

    • Leadership In Sustainable Business

      Sustainable Business Network
      Nov 2019

  • Honors & Awards

    • Awarded to Joe Climo, CFA
      RYLA - Young Leaders Awardee NZ Rotary Jul 2021
    • Awarded to Joe Climo, CFA
      Waikato Management School Dean's Letter For Academic Excellence (A-A+ Average) The University of Waikato Dec 2018
    • Awarded to Joe Climo, CFA
      Golden Key International Honour Society - 2018 Invited to join the Golden Key International Honour Society for placing in the top 15% of students.
    • Awarded to Joe Climo, CFA
      Top in FINA515 - Advanced Financial Modelling (UoW Masters Course) - 2018
    • Awarded to Joe Climo, CFA
      Golden Key International Honour Society - 2016 Invited to join the Golden Key International Honour Society for placing in the top 15% of students.
    • Awarded to Joe Climo, CFA
      Waikato Management School Dean's Letter - 2016
    • Awarded to Joe Climo, CFA
      Golden Key International Honour Society - 2015 Invited to join the Golden Key International Honour Society for placing in the top 15% of students.
    • Awarded to Joe Climo, CFA
      Waikato Management School Dean's Letter - 2015