Contact
2+
Years of
Experience
Joe Diffley
team page

Joe Diffley

Investment Specialist

Tampa, Florida

Joe Diffley linkedin page

813.934.6238

Responsibility

Joe directly supports our investment team by assisting with trading, reporting, and client relationships. He also serves as a member of the Investment Committee, participating in the development and implementation of ongoing investment strategy and tactical portfolio management decisions.

Prior
Positions

  • 1 year at Fidelis Capital as Investment Intern
  • 1+ years at Montana Accounting Group as a Tax Intern
  • Summer Audit Intern at Wipfli, LLP

Credentials

  • M.B.A., Finance, University of Tampa
  • B.S., Finance, Accounting, Minor in Economics, Montana State University

Personal
Profile

Joe lives in Tampa with his fiancée Zoe and their dog Frank. While at Montana State, Joe played college lacrosse for the Bobcats. He enjoys skiing, pickleball, and golf, and is an avid sports fan. He especially loves watching college football and the NFL, particularly when the Vikings are winning.

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