Joe St. Onge, CFA

Joe St. Onge, CFA

Professional Development Administrative Assistant

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  • Timeline

  • About me

    Institutional Consulting | Morgan Stanley Wealth Management | Graystone Consulting

  • Education

    • Fordham Preparatory School

      2003 - 2007
      High School Diploma
    • Loyola University Maryland

      2007 - 2011
      B.B.A Marketing
  • Experience

    • Cleary Gottlieb Steen & Hamilton LLP

      Dec 2013 - Apr 2016
      Professional Development Administrative Assistant
    • UBS

      Apr 2016 - Mar 2021
      • Senior Wealth Strategy Associate

        Jan 2018 - Mar 2021
      • Wealth Strategy Associate

        May 2017 - Jan 2018
      • Client Associate

        Apr 2016 - Apr 2017
    • Morgan Stanley

      Mar 2021 - now
      Associate Director of Investments
  • Licenses & Certifications