Joseph Guidish, MSF, CAIA

Joseph Guidish, MSF, CAIA

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location of Joseph Guidish, MSF, CAIAAtlanta, Georgia, United States

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  • Timeline

  • About me

    Portfolio Manager at Merit Financial Advisors

  • Education

    • University of Miami Herbert Business School

      2020 - 2021
      Master of Science - MS Finance
    • University of Central Florida

      2009 - 2013
      Bachelor’s Degree Business Economics & Finance

      Specific Coursework: Econometrics, International Macroeconomics, Money and Banking, Financial Analysis, Financial Models, Financial Markets.

  • Experience

    • Scottrade

      Jun 2011 - Jun 2013
      Intern
    • PNT Financial LLC

      Jan 2014 - Jan 2016
      Junior Trader
    • Guard Dog Valves

      Jan 2016 - Oct 2018
      CFO
    • Charles Schwab

      Oct 2018 - May 2019
      Associate - Advisor Services & Trading
    • Green Vista Capital LLC

      Jun 2019 - Jun 2020
      Registered Representative
    • Merit Financial Advisors

      Feb 2021 - now

      Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.

      • Portfolio Manager

        Jan 2022 - now
      • Investment Analyst/Trader

        Feb 2021 - Jan 2022
  • Licenses & Certifications

    • Bloomberg Market Concepts Certification

      Bloomberg LP
    • CAIA Charterholder

      CAIA Association
      May 2023
      View certificate certificate