Joe Gallemore
Your Partner Dedicated In Your Financial Journey
Joe gallemore
CIMA®, CExPTM
Partner & Director of Investment Management
Hometown:
Fairfax, VA
What qualities make you best at your work?
Numbers geek, left-brained, but with a dose of self-awareness… so we don’t miss the forest for the trees.
How should people think about their wealth?
Beyond just numbers, wealth is not an absolute thing. Think about what matters most to you and yours and then ask, “Am I achieving that?”
How do you spend your time outside of work?
Having fun with my kids and watching as much soccer as I can.
What accomplishments are you most proud of?
Earning a BS in Applied Mathematics. I went so far down the Calculus rabbit hole I thought I might never escape.
“It’s remarkable how much long-term advantage people… have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
Education
- Johns Hopkins University – BS in Applied Mathematics, BA in Economics
Licenses
Certified Investment Management Analyst® (CIMA®) Professional
Certified Exit Planner
Series 7: General Securities License
Series 65: NASAA Investment Advisers Law Exam
SIE: Securities Industry Essentials Examination
Affiliations
Member of the Investments & Wealth Institute
Investment Advisor Representative of Osaic Advisory
Registered Representative of Osaic Wealth
Recent Insights From
Joe Gallemore
[Cup of Joe] Lessons To Remember from this Unique Year
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the
[Cup of Joe] Timing the Market vs Time In the Market
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the
[Cup of Joe] Mid-Year Check In
Watch July’s Cup of Joe for a mid-year market check-in. See how different asset classes performed through June 30th and learn why diversification continues to
