Joao Correia

Current Employers

Employment History

• 06/2016 → Present
  Blair Hall Advisors
  Seattle, WA
• 09/2012 → Present
  Madison Asset Advisors, Llc
  New York, NY
• 10/2010 → Present
  Independent Consultant
  New York, NY
• 05/2016 → Present
  Financial Edge Training/Ib Hero
  Harrison, NY

Other Businesses

1. Blair Hall Advisors, LLC Investment-Related: Yes Firm Name: Blair Hall Advisors, LLC Address: 1150 17th Ave E, Seattle, WA 98112 Nature of Business: Registered Investment Adviser Position: Investment Adviser Representative / Wealth Manager Start Date: June 2016 Hours per Month: Approximately 40-60 hours per month (~33% of time) During Trading Hours: Yes (approximately 50%) Duties: Provide investment advisory services, portfolio management, and financial planning to clients independent of Madison Asset Advisors, LLC. 2. Financial Edge Training / IB Hero Investment-Related: No Firm Name: Financial Edge Training / IB Hero Address: 500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528 Nature of Business: Financial training and education Position: Instructor (Part-Time) Start Date: May 2016 Hours per Month: Approximately 2-3 days per month (20-30 days per year) During Trading Hours: Yes (about 10%) Duties: Provide instruction in financial modeling, investment management, and investment banking topics. 3. Independent Consulting Investment-Related: No Firm Name: Independent Consulting (Self-Employed) Address: N/A Nature of Business: General business consulting services Position: Independent Consultant Start Date: January 2010 Hours per Month: Minimal / as needed (approximately 5-10 hours per month) During Trading Hours: No Duties: Provide general business and management consulting services to small business clients.

Designations

Other Names

• John Correia