Who We Are

Joe Iraci served in the United States Marine Corps, and after being honorably discharged he completed his undergraduate studies at St. John’s University (New York) and received his MBA from New York University. Joe also completed the Executive Development Program at Cornell University’s Johnson Graduate School of Management, and the Certificate of Professional Development in Strategy at the University of Pennsylvania’s Wharton School of Business.

He began his career in financial services upon completing his undergraduate studies, as a Bank Examiner with the Federal Deposit Insurance Corporation (FDIC). After leaving the FDIC, Joe held various senior risk management positions at Deutsche Bank AG, Fidelity Investments, TD Amertitrade, Robinhood Markets, and JPMorgan Chase. While working within financial services, Joe was also an adjunct professor, focusing on accounting, economics, quantitative analysis, and risk management.

Joe holds the Series 7, 24, 65 and 99 securities licenses. He is very active in various councils and committees within the financial services industry, and has published books, articles, and research papers covering various topics.