Personal Biography


Joseph P. Marguy


Joseph P. Marguy


Portfolio Manager, Real Estate Equity

Career Start Date


Joseph provides dedicated research for the financial institution team’s regional bank and financial industries strategies, as well as serving as the portfolio manager of the global real estate strategy. Earlier in his career, he was an investment analyst with the firm’s risk management area, responsible for the attribution and risk exposure reports for our investment teams. Joseph began his career at Chase Global Financial Services.

  • Education: B.S. in Finance, Bryant College; M.B.A, Bentley College
  • Joined the company: 1999
  • Began career: 1996