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Joe Montelione, CFA has a diverse range of experience in the finance industry. Joe is currently working at FS Investments as the Director of Portfolio Management. Prior to this role, they worked at OceanFirst Bank as an AVP Treasury Analyst and Sun National Bank as an ALM Analyst in Investments. Joe also has experience in fixed income sales, having worked as a Vice President at Stifel and Sterne Agee. Joe started their career in finance as an Associate at UBS Wealth Management.

Joe Montelione, CFA obtained a Bachelor of Applied Science degree in Finance from Ramapo College of New Jersey in 2010. Joe also holds a Chartered Financial Analyst (CFA) certification from the CFA Institute, obtained in 2022.