Joseph Bartumioli

  • Joseph Bartumioli

    Senior Vice President, Investments

Joe has been in the securities business since 1986.  While employed by Merrill Lynch, he passed his examination and became a broker.   He was then affiliated with Prudential/ Wachovia (2000-2013), and United Bank of Switzerland (2006 -2013), before settling in at Raymond James.

He garnered much experience and learned at each of these firms.  Experience is the great teacher.  He was there for his clients during the 1987 “Black Friday” crash, the financial meltdown in 2008, and the prolonged bear market from 2000 – 2010.  For eleven years at that time, the stock market had a cumulative return of +0.70 %.  He stood by and offered service and value, speaking to all.  The good times are easy.  When things happen, experience counts.

Joe was born (1958) and raised on Long Island.  He was named after his grandfather who arrived from Italy in 1918.  Joe still lives on Long Island where he is an active member of the community with his wife and two sons.

He earned a BBA from Pace University in 1980. Later, he earned an MBA in both Finance and Marketing with Distinction in 1985, when he attended night school at Pace.

Among Joe’s many charity endeavors, he is most involved with The Wounded Warriors Amputee Softball Team.  Since its formation in 2012, Joe has been the volunteer NY Coordinator for them.  They are a special team of people who believe in “No quit, no limits”.  They believe they are all lucky and continue their service by spreading that message all over the United States.  They are proud hosting a free weeklong softball camp every year for amputee children.  Joe takes pride in his yearly participation to help the WWAST achieve their goals.

Joe is usually in his office by 8 a.m. every morning.  After 31 years, he still enjoys heading to the office on Saturday mornings to review and prepare for the coming week.  He thinks he has the best job in the world.

Raymond James is not affiliated with the above organizations and/or charitable causes.