Joseph Rinaldi, CIMA®
Director of Wealth Management and Planning & Managing Director
Joseph Rinaldi, CIMA® is the Managing Director at Iconic Wealth Group, bringing a wealth of expertise and leadership to the firm. Joseph brings an exceptionally experienced and successful record of institutional portfolio and risk management to Iconic Wealth Group. His institutional level experience and techniques lead to the creation and management of customized portfolios for individuals, families and small businesses.
Prior to his current role, Joseph served as Vice President and Wealth Advisor at J.P. Morgan Wealth Management. With a dynamic career spanning over two decades, he has held prominent positions including Consulting Group Regional Director, Portfolio Manager, and Director of Portfolio Operations at industry leaders Morgan Stanley, Parametric Portfolio Advisors, and Placemark Investments. Joseph’s career as a Financial Advisor also spanned as the Director of Portfolio Management at Wells Fargo Private Wealth Management. These positions equipped him with invaluable experience managing the needs of private wealth clients.
His academic achievements include graduating summa cum laude from the University of Washington’s Foster School of Business with degrees in Accounting and Computer Information Systems. He also earned the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business and successfully passed the CPA exam on his first attempt.
A decorated veteran with over a half dozen deployments, Joseph served with distinction as a U.S. Army Paratrooper, earning recognition as the Distinguished Honor Graduate from the U.S. Army Primary Leadership Development Course, as well as both Distinguished Honor Graduate and Peer Nominated Leadership Top Graduate at the BNCOC U.S. Army Leadership Academy.
Originally from Philadelphia, Joseph now resides in Texas, where he is a proud father of three. In addition to his professional endeavors, he is passionate about mentoring and coaching youth football, fostering leadership and teamwork in the next generation.