Joseph Edward Stocke
Founder at StoneRidge Investment Partners LLC
Profile
Mr. Joseph E.
Stocke, CFA, is a Chief Investment Officer & Managing Director at StoneRidge Investment Partners LLC.
He has over 25 years of investment experience.
He is a founder and managing partner at StoneRidge Investment Partners.
His responsibilities include equity portfolio management, and, as a sector specialist, he is responsible for research and stock selection for the Consumer Discretionary, Consumer Staples and Health Care sectors.
In addition to being one of the founding members, Senior Investment Manager and the chief equity strategist at Meridian Investment Company, he maintained sector analytical and portfolio management responsibilities.
Prior to joining Meridian in 1984, he worked for Dean Witter Reynolds.
Mr. Stocke received his B.S.
from the Wharton School, University of Pennsylvania.
He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia.
Joseph Edward Stocke active positions
| Companies | Position | Start |
|---|---|---|
StoneRidge Investment Partners LLC
 StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Founder | 1998-12-31 |
Former positions of Joseph Edward Stocke
| Companies | Position | End |
|---|---|---|
| Meridian Investment Co. | Portfolio Manager-Equities | 1998-12-30 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 1983-12-30 |
Training of Joseph Edward Stocke
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
| Meridian Investment Co. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
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