Joseph Portelli

Year: 2017

Joseph has over 32 years experience employed in various capacities within the financial industry in the U.S and in Malta. He has vast experience as a portfolio manager, currency and commodity trader and has been employed with Bank of America, Nomura Securities, Goldman Sachs, Millburn Ridgefield, Global Capital, and Liongate Capital Management. His most recent position was chief investment officer and managing director of FMG Funds, an emerging markets specialist.

 

He is currently Chairman of the Malta Stock Exchange and sits on its Audit Committee. Between April 2013 and April 2015 he sat on its board and chaired its Risk Management Committee. He is also Chairman of the Financial Literacy Board focused on improving financial literacy in Malta consisting of Malta Stock Exchange and Ministry of Education members. He is principal of Risk Compliance Ltd a company which services the fund industry in various capacities focusing primarily on risk management, compliance and directorship services. He is also a board member and sits on the investment committees of APS Bank SICAV and other financial companies. He is likewise the founder and Chairman of Financial Services Gozo a public/private organization aimed at promoting Gozo as a destination for financial services companies.

 

Joseph founded the Institute of Investment Analysis and is also a visiting lecturer at the University of Malta, and has taught courses at the Central Bank of Malta, Malta Institute of Accounting and other institutions. He is a regular contributor to the Times of Malta, writing about investor education. Joseph graduated with a BA from Baruch College, City University of New York.