Last Update

2015-12-10T00:00:00.000Z

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Joseph P. Mara

Chief Investment Officer

Rose Capital Advisors LLC

HQ Phone: (305) 748-6200

Email: j***@***.com

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Rose Capital Advisors LLC

119 Washington Ave. Suite 608

Miami Beach, Florida 33139

United States

Company Description

We pride ourselves on our hands on, interactive and consultative one to one client advisor relationships to help create customized financial solutions based on each individuals unique personal situation. We have an institutional quality investment process ... more

Find other employees at this company (8)

Background Information

Employment History

Lender Relations-Treasury Management

Base Point Capital

Director of New Business Development and Investor Relations

Fairholme Capital Management LLC

Portfolio Manager

Smith Barney , Inc.

President

Tandragee Global Advisors LLC

Affiliations

Founder
Family Wealth Management

Education

Bachelor of Science degree

Biology

Queens University

Web References (31 Total References)


Rose Capital Advisors Contact - Rose Capital Advisors - Miami Beach, FL

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Joseph P. Mara


Rose Capital Advisors Team - Rose Capital Advisors

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Joseph P. Mara

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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


Joseph P. Mara Chief ...

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Joseph P. Mara Chief Investment Officer


Joseph P. Mara Chief Investment ...

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Joseph P. Mara Chief Investment Officer


Rose Capital Advisors Joseph P. Mara    Chief Investment Officer - Rose Capital Advisors

rosecapitaladvisors.com [cached]

Joseph P. Mara

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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.

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