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Senior Investment Consultant
Joseph DeRosa is a Senior Investment Consultant with USI Advisors, Inc. He is responsible for developing, implementing and monitoring investment strategies for both defined benefit and defined contribution clients, and regularly conducts investment review meetings with clients. Joseph is also responsible for conducting ongoing due diligence reviews on a variety of investments and is actively involved in all aspects of investment selection and monitoring.

Joseph has over ten years’ experience as an investment consultant. Prior to joining USI Consulting Group, he was a Senior Investment Consultant with a major financial consulting firm, where he consulted for corporate and public pension plans, operating funds, 401(k) plans and foundations and endowments. In his role, Joseph was responsible for providing ongoing performance monitoring and manager evaluation to investment committees and boards, including detailed performance attribution and manager searches. His other responsibilities included developing asset allocation studies, creating investment policy statements and assisting in development of annual educational seminars for clients.

Joseph earned a BS degree in Economics from The College of the Holy Cross. Industry education and designations include: FINRA administered Series 6, 7, 63 and 65; and Certified Investment Management Analyst℠ (“CIMA®”) from the Investment Management Consultants Association (IMCA) and the Wharton Business School at the University of Pennsylvania; and has passed Level I of the CFA® Program.
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.