JG
Joe Guest
Senior Portfolio Manager at Raffa Investment Advisers
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Work Experience
Senior Portfolio Manager
2020 - Present · 5 years
Head Of Operations
2013 - 2020 · 7 years
Financial Analyst
2011 - 2013 · 2 years
Company Details
When your investments power your impact, the last thing you want is unnecessary risks or surprises. Raffa Investment Advisers (RIA) provides nonprofits and associations with a sensible and transparent approach to investing their reserves, endowments and retirement plans. Since day one, we’ve served the investment and fiduciary needs of nonprofits. With $1.5B in AUM* and more than 140+ nonprofit and association clients, we understand the challenges that nonprofits and associations encounter. From investment policy support to Board education, we take pride in going beyond portfolio management to serve as strategic partners to our clients. We’re independent of any bank or broker, so we advocate solely for you. Our mission is to empower you to focus on what matters by bringing clarity, discipline and accountability to your investing process. *As of April 2024
Year Founded
2005
Social Media
Linkedin
Industry
Investment Management
HQ Location
1899 L St NW Suite 850 Washington, District of Columbia 20036, US
Keywords
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