Joseph M. Valicenti This is Me

Education

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1. 1. www.star-gazette.com

   www.star-gazette.com/apps/pbcs - [Cached]

   Published on: 3/19/2007   Last Visited: 3/19/2007

   New members: Martin Metzger, president, Silicon Carbide Products; Daniel P. Panosian, president, Arnot Realty Corp.; Alex H. Porter, chairman, Chemung County Chamber of Commerce; Joseph M. Valicenti, president and chief operating officer, Valicenti Advisory Services Inc.; Peter C. Wallin, president, Wallin Insurance Agency Inc.

2. 2. Star-Gazette.COM - Business

   www.stargazettenews.com/apps/p - [Cached]

   Published on: 1/5/2007   Last Visited: 1/5/2007

   Valicenti acquires Sharon Enterprises Valicenti Advisory Services of Elmira has acquired Sharon Enterprises, an Elmira Heights tax preparation and business services company, Valicenti announced Thursday.
   
   Joseph Valicenti, president of Valicenti Advisory Services, said the companies are a natural fit because they share the same small-business philosophy and offer complementary services.
   
   "This merger strengthens each firm's respective core competencies and ensures that our clients receive the same excellent quality to which they have become accustomed," said Valicenti in a news release.
   ...
   Overacker and two full-time employees will join Valicenti at its office at 350 W. Church St. in Elmira.

3. 3. Valicenti Staff Profiles

   www.valicenti.com/bio_joseph.h - [Cached]

   Published on: 2/29/2004   Last Visited: 2/29/2004

   Joseph M. Valicenti - Vice President/Chief Operating Officer (COO)
   ...
   Joseph M. Valicenti - Vice President/Chief Operating Officer
   
   Email: valicentijm@valicenti.com
   
   As vice president/COO of the firm, Joe implements the financial strategy of the corporation, analyzes investment results and ensures proper communication of those results to the clients. As a member of the Investment Committee, he also analyzes securities for inclusion in the firm's list of preferred investments.
   
   When he joined the firm in 1991, Joe began as a security analyst, was promoted to portfolio manager, and then became manager of the firm's Corning office. Joe started his career as a computer analyst for Trustco Bank Corp NY in Albany
   
   A graduate of St. Bonaventure University, Joe holds a Bachelor degree in Business Administration in Finance and is pursuing the Certified Financial Planner (CFP) certification through the College for Financial Planning. He has completed the National Association of Securities Dealers Series 2, Non-Member Securities Examination and the Series 66, Uniform Combined State Law Examination, proving proficiency in portfolio management and federal and state regulations. In 1998, Joe successfully completed the course of study at the New York Bankers Association's Trust Administration School.
   
   Active in the community, Joe serves as a board member of the ARTS of the Southern Finger Lakes, the S.P.C.A. and the Lourdes Fund Inc. He is treasurer of the Corning Rotary Club and is involved in the Greater Corning Area Chamber of Commerce and the Chemung County Chamber of Commerce. He is also a member of the Rochester Society of Security Analysts, Inc. and the Association for Investment Management and Research (AIMR) and The Financial Planning Association.