Joe Parlavecchio, CFA, CFP®

Joe Parlavecchio, CFA, CFP®

Greater Boston
2K followers 500+ connections

About


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Activity

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Experience

Education

Licenses & Certifications

Organizations

  • Milton Softball

    Board of Directors

    - Present
  • Milton Soccer

    Board of Directors

    - Present

    Head/Assistant Coach since 2018

  • Milton Chamber of Commerce

    President

    - Present

    Vice President (2019) & Secretary (2018)

  • Quincy Chamber of Commerce

    Board of Directors

    - Present

    Member since February 2020

  • Town of Milton, MA

    Town Meeting Member

    - Present

    Elected Representative for Precinct 9

  • Popponesset Beach Association

    Co-Vice President & Assistant Treasurer

    -
  • CFA Institute

    -

  • CFA Society Boston

    -

  • DCIIA - Defined Contribution Institutional Investment Association

    Member of Retirement Income, Investment Policy & Design committees, Investment Forum Steering Group, and Editorial Review Board

  • Financial Planning Association

    -

  • Junior Achievement USA

    Volunteer

    Facilitated lessons at Cunningham Elementary School

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