Joseph M. Eppedio, MBA
Senior Investment Associate
Joseph M. Eppedio joined Magnus Financial Group in May 2023. Joseph is a Senior Investment Associate in the firm’s Investment Research & Trading Department.
Prior to joining Magnus, Joseph held a Senior Portfolio Manager position in the Portfolio Solutions group at Morgan Stanley Wealth Management. During his tenure at Morgan Stanley, he demonstrated exceptional leadership skills by spearheading two new advisory programs with over $7 billion in AUM, creating investment solutions for both Institutional and Offshore clients. Joe was responsible for trading and managing Separately Managed Account (SMA) sleeves for client portfolios. He was also responsible for business expansion and creating new business flows by collaborating with key Morgan Stanley’s financial advisors and business partners. Additionally, Joe held roles in business risk management and financial operations.
Joseph received both his Masters of Business Administration (MBA) in Finance and Bachelor of Science in Finance from Sacred Heart University – John F. Welch College of Business. He previously maintained Series 7 and 66 licenses.
Joseph resides in Westbury, NY. with his wife and son.
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