Joe Gallemore
Your Partner Dedicated your Financial Journey
Joe Gallemore
CIMA®, CExP™
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.
Joe's Favorite Quote:
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
Bachelor of Science in Applied Mathematics, Bachelor of Arts in Economics
Affiliations
- Member of the Investment & Wealth Institute
- Investment Advisor Representative of Triad Hybrid Solutions and a registered representative of Triad Advisors.
Licenses
- Certified Investment Management Analyst ® Professional
- Certified Exit Planner
- Series 7: “General Securities License”
- Series 65: “NASAA Investment Advisers Law Exam”
- SIE: “Securities Industry Essentials Examination”
Recent Insights From
Joe Gallemore
Cup of Joe: Markets in December
Cup of Joe: Markets in November
