Joseph M. Labella, CIMA, CAIA

Managing Director of CPR

Phone: 516-759-3900 Ext. 1023
Fax: 516-759-3928

As a Certified Investment Management Analyst, Joe joins the Diefendorf organization as the Managing Director of Consolidated Portfolio Review Corp.  His undergraduate degree was in economics from Fairfield University.  Joe spent seven years with Morgan Stanley as a Client Service Representative, Portfolio Service Analyst and VP of Equity Research.  He went on to become Sr. Portfolio Strategist with UBS Wealth Management for five years.  Changing venues he became an investment consultant for institutional pension, welfare and annuity plans, endowments, public and Taft-Hartley funds with Quan-Vest Consultants.  His specialty is portfolio construction and he has published several articles on portfolio construction and equity sector ETFs.

In 2004, Joe attended IMCA's residency program at the Wharton School and attained his Certified Investment Management Analyst (CIMA^®) designation.  In addition, Joe is a Chartered Alternative Investment Analyst (CAIA).  He is a life member of the American Association of Individual Investors (AAII) and a member of the Board of Directors of the NYC Investment Management Consultants Association (IMCA).  Joe has his Series 7, 63 and 65 licenses and a Registered Fiduciary (RF).