Joseph Michael Perrone

Employer firm

Financial Management, Inc. CRD 108350

$224M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 03/2026
  Forest Hill Capital
  Little Rock, AR
• 04/2026 → Present
  Financial Management, Inc.
  Little Rock, AR

Other Businesses

Since June 2024, Joseph has served as a Board Member for UAMS Psychiatric Research Institute, located at 4224 Shuffield Drive in Little Rock, AR. This activity is not investment-related. Approximately 0.5 hours per month are devoted to this role, with no time during trading hours. Duties include general oversight and supporting community awareness, with no involvement in securities or advisory activities.

Designations

• Chartered Financial Analyst