Whit Joseph

BUSINESS ANALYST

Based in Knoxville, TN

Whit Joseph
Whit Joseph

WHIT JOSEPH
BUSINESS  JOSEPH

Key Skills & Expertise
• Financial analysis
• Data analysis
• Strategic planning

Education
• CPA Candidate
• Series 7 license
• Series 66 license

Whit Joseph is a Business Analyst with four years of experience in banking and wealth management. A graduate student at the University of Tennessee – Knoxville, he provides financial and data analysis as well as strategic planning for clients.

Prior to returning to graduate school, Whit worked directly with clients as a financial representative at Fifth Third Bank from 2017-2019. Before joining Fifth Third, he served as a financial advisor for Waddell & Reed in Nashville from 2016-2017.

Whit holds a Bachelor’s in Business Administration degree in Finance from the University of Alabama and is working towards his MBA from the University of Tennessee with a dual concentration in finance and consulting. He currently holds a Series 7 and Series 66 license and is a CFA candidate.

Contact Whit

Key Skills, Expertise & Education

• Financial analysis
• Data analysis
• Strategic planning

Education
• CPA Candidate
• Series 7 license
• Series 66 license

Contact Information

Clare Moylan

MEET OUR TEAM

Ronald M. Winters
Principal
Based in New York,
Massachusetts and Nashville
Clare Moylan
Principal
Based in Nashville / Sydney
.
Thomas Urban
Managing Director
Based in Cincinnati, OH
.
Gary Frantzen
Managing Director
Based in Chicago, IL
.
Rich Mizak
Director
Based in Fort Lauderdale, FL
Nikki Case
Director
Based in Austin, TX
Bradley Williams
Director
Based in Nashville, TN
Ginger Smith
Director
Based in Nashville, TN
Stacey Swinney
Director
Based in Birmingham, AL
David Legg
Director
Based in Newcastle, Australia
James W. Callanan
Senior Advisor
Based in Boston, MA
Mark Beckett
Managing Director
Based in Sydney, Australia
John Matuska
Senior Advisor
Based in Florida Gulf Coast
Rhonda Miller
Director
Based in Pittsburgh, PA
Nick Codling
Director
Based in Melbourne, Australia
Allen Pratt
Managing Director
Based in Chicago, IL
Whit Joseph
Business Analyst
Based in Knoxville, TN