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Joseph Cattaneo, AIF®

Joseph Cattaneo, AIF®

Relationship Manager

Joseph P. Cattaneo serves as a Relationship Manager within the Institutional Services Group at Schwartz & Co.

Joe received his Bachelor of Science degree in Finance from Oakland University. His responsibilities involve service to our institutional retirement plan clients, both at the plan sponsor and individual plan participant levels. Joe holds his Series 7 and 66 licenses and obtained the Accredited Investment Fiduciary (AIF®) designation.

Joe currently resides in Utica with his wife and son where he takes pleasure in outdoor activities, training at the local gym, and cheering on the Detroit Red Wings.