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Joseph Dean Foresi

Marble Harbor Investment Counsel, LLC

Boston, MA

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Current Employers
Marble Harbor Investment Counsel, Llc

101 Federal Street Suite 2920, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-10
TX RA APPROVED 2026-01-16
  • MA RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED
    Since 2026-01-16

Branch Locations

101 Federal Street Suite 2920, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cantor Fitzgerald & Co Boston MA 10/2015 04/2020
Foresi Consulting Charlestown MA 05/2020 05/2021
Accenture Boston MA 04/2021 02/2025
University Of Rhode Island Kingston RI 10/2024 Present
Stonehill College North Easton MA 07/2025 Present
  • 10/2015 → 04/2020
    Cantor Fitzgerald & Co
    Boston, MA
  • 05/2020 → 05/2021
    Foresi Consulting
    Charlestown, MA
  • 04/2021 → 02/2025
    Accenture
    Boston, MA
  • 10/2024 → Present
    University Of Rhode Island
    Kingston, RI
  • 07/2025 → Present
    Stonehill College
    North Easton, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
S66 Uniform Combined State Law Examination 2003-10-28
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16
  • S66 Uniform Combined State Law Examination
    2003-10-28
Other Names
  • Joseph Dean Foresi

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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