Joseph Klimas is a Senior Vice President at Natixis. He is responsible for the oversight of the Natixis Portfolio Analysis & Consulting team of analysts, along with leading the group’s analytic, research, technology, and project work.
Prior to joining Natixis in 2011, Joseph was the research analytics strategist in the Research Division at LPL Financial and subsequently was the director of performance analytics for Citizens Advisers Inc. He also managed the Performance Analytics and Research Group at Columbia Management, developing quantitative research support for the firm's investment strategy teams. Earlier in his career, Joseph was a bond trader with Independence Investments LLC. He has over 20 years of investment industry experience.
Joseph has a BS in finance and insurance, as well as an MBA in finance, from the University of Hartford. He is a certificate holder of the CFA Institute’s Certificate in Investment Performance Measurement (CIPM®) designation and is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants (IARFC). Joseph also is a CFA® charterholder and a member of the CFA Society Boston, and is FINRA Series 7 licensed.
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