Joseph William Walsh

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2022 → 11/2022
  Ameriprise Financial Services, Llc
  Fairfield, OH
• 04/2021 → 08/2021
  Convergence Research
  West Chester, OH
• 04/2017 → 08/2017
  Ymca
  Hamilton, OH
• 05/2015 → 04/2019
  Stephen T Badin High School
  Hamilton, OH
• 05/2019 → 06/2023
  Miami University
  Oxford, OH
• 07/2023 → Present
  Cerity Partners Llc
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-09

Designations

• Certified Financial Planner

Other Names

• Joe W Walsh
• Joey W Walsh