Joe Ciavarelli, CFA®
Partner, Client and Consultant Relations
Joe joined Coho Partners in 2019. He is responsible for increasing business development activity and driving new business in alignment with Coho’s national outreach plan. Joe has 11 years of experience in the financial industry, and he is partner of the firm.
Before joining Coho, Joe was Regional Vice President (External Wholesaler) for Columbia Threadneedle Investments where he was responsible for representing the firm’s mutual funds, ETFs, and SMAs to financial advisors. Prior to this he was Associate Regional Director, Institutional Client and Consultant Relations for Penn Capital Management. Joe began his career at the Bank of New York Mellon as an investment accountant in 2013.
Joe graduated from West Virginia University with a Bachelor of Science in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® charterholder.
