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Joseph William Walsh

Cerity Partners LLC

New York, NY

Cincinnati, OH

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-08
  • OH RA
    APPROVED
    Since 2024-01-08

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

7845 Kenwood Rd, Cincinnati, OH 45236 • 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
Ameriprise Financial Services, Llc Fairfield OH 05/2022 11/2022
Convergence Research West Chester OH 04/2021 08/2021
Ymca Hamilton OH 04/2017 08/2017
Stephen T Badin High School Hamilton OH 05/2015 04/2019
Miami University Oxford OH 05/2019 06/2023
Cerity Partners Llc Cincinnati OH 07/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-09
Designations
Other Names
  • Joe W Walsh
  • Joey W Walsh

View on SEC IAPD

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Other Offices

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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