Joseph Cortese III
Principal, Senior Consultant

Joe joined DiMeo Schneider in 2008. He provides investment consulting services to family offices, nonprofit organizations, high net worth investors and other financial institutions as part of the firm’s Outsource Chief Investment Officer (OCIO) practice. Joe gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management. Joe is also a member of the firm’s Private Markets Research Team.