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This profile was last updated on 5/12/14  and contains information from public web pages and contributions from the ZoomInfo community.

Chief Investment Officer

Phone: (305) ***-****  HQ Phone
Capital Advisors
119 Washington Ave. Suite 608
Miami Beach, Florida 33139
United States

Company Description: Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and...   more
Background

Employment History

Education

  • Bachelor of Science degree , Biology
    Queens University
12 Total References
Web References
Joseph P. Mara Chief ...
rosecapitaladvisors.com, 12 May 2014 [cached]
Joseph P. Mara Chief Investment Officer
...
Joseph P. Mara Chief Investment Officer
As Chief Investment Officer of Rose Capital Advisors, Joe Mara is responsible for market analysis, manager due diligence, client suitability, risk management, and to act as a liason with the Dynasty Investment Committee as well as our institutional consulting partners, Callan Associates, Envestnet, and Wilshire Associates.
Joe has had an illustrious and distinguished career in the financial services industry, which began in 1979. For the past 35 years he has worked extensively in the international private client business, building and developing relationships with individuals, families, and corporate clients in 78 countries around the world. Prior to joining the team at Rose Capital Advisors, Joe served as Director of New Business Development and Investor Relations at Fairholme Capital Management, where during his tenure, assets under management grew from ~$2 billion to over $21 billion.
Prior to Fairholme, Joe worked at Smith Barney in their Asset Management division as a Portfolio Manager, and later as the Director of the International Private Client Group. Joe was also the creator/architect and Director of Smith Barney's Family Wealth Management- the first comprehensive financial planning and wealth management platform offered by Smith Barney- where he was a direct report into Jamie Dimon.
Earlier in his career Joe worked with Lehman Brothers, where he opened and led their first international private client office outside the U.S. (London) and eventually became Regional Director for Europe and the Middle East. Joe started his career with Merrill Lynch in New York as well as in London.
Joe received a Bachelor of Science degree in Biology from Queens University in Kingston, Canada and also a Masters in Educational Communications from The State University of New York (SUNY) at Albany. His professional licenses include:
General Securities Registered Representative NYSE/FINRA (Series 7) Uniform Investment Adviser (Series 65) Uniform Securities Agent State Law Examination (Series 63)
Joe has dedicated his time and life to servicing his client's financial needs but also to supporting many charitable organizations and causes involving homelessness, child development, education, and cancer research.
RoseCapitalAdvisors Team - Rose Capital Advisors
rosecapitaladvisors.com, 12 May 2014 [cached]
Joseph P. Mara Chief Investment Officer
...
Joseph P. Mara Chief Investment Officer As Chief Investment Officer of Rose Capital Advisors, Joe Mara is responsible for market analysis, manager due diligence, client suitability, risk management, and to act as a liason with the Dynasty Investment Committee as well as our institutional consulting partners, Callan Associates, Envestnet, Read More
RoseCapitalAdvisors About Us » RoseCapitalAdvisors
rosecapitaladvisors.com, 12 May 2014 [cached]
Joseph P. Mara Chief Investment Officer
RoseCapitalAdvisors Contact - Rose Capital Advisors - Miami Beach, FL
rosecapitaladvisors.com, 12 May 2014 [cached]
Joseph P. Mara Chief Investment Officer
Biography
www.tandragee.net, 9 Mar 2012 [cached]
Joseph P. Mara, President
...
Joe started his career in financial services in 1979 with Merrill Lynch, Inc. in New York City as a Management Consultant. For the past 30 years he has worked extensively in the international private client business building and developing relationships with families and businesses in over 70 countries. He has lectured and conducted seminars on wealth management throughout the United States as well as abroad. In 1998, he created Family Wealth Management, a proprietary process of financial planning and asset management that sought to provide clients with a set of alternatives for finding solutions to long-term goals. Over the course of the last decade, Joe has dedicated his time and life to servicing his client's financial needs but also to supporting many charitable organizations involving homelessness, child development, education, and cancer research.
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