Joseph A. Malfeo, CFP(R) is President and Chief Investment Officer of Command Capital. He began his financial management career in 1998 with Prudential Financial. In 2000, he became an investment adviser representative for Prudential Financial Planning Services. There Mr. Malfeo was awarded with membership to the Masters Conference Table for his work in account production and client service, one of the company's highest honors.
Mr. Malfeo graduated cum laude from DePaul University, earning a Bachelor of Science degree in Business Administration with a concentration in Finance. He currently holds or has held the following FINRA and NFA qualifications: Series 3, Series 6, Series 30, Series 31, Series 63 and Series 65. Mr. Malfeo holds Illinois and North Carolina insurance licenses for: life, health, property & casualty coverages. He completed Duke University's Executive Certificate in Financial Planning Program and has been awarded the designation of CERTIFIED FINANCIAL PLANNERTM
In 2002, Mr. Malfeo left Prudential and transitioned his client book to Diversified Financial Concepts, a wholly owned subsidiary of Woodbury Financial Services where he specialized in financial planning programs for individuals and small businesses. In August of 2002, he qualified for membership at The Chicago Board of Trade (CBOT) and received his floor trader and floor broker designations from the National Futures Association (NFA). In doing so, Mr. Malfeo began executing trades on behalf of his clients, large institutions and high net worth individuals. In 2007 Command Capital Management was formed in order to better serve a growing list of advisory clients in the areas of traditional financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNERTM and CFP(R) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.