Joseph V. Guerrisi, CFA joined Select Asset Management & Trust in 1999 and serves as President & CEO. He leads the firm’s strategic vision, investment strategy, and multigenerational wealth planning for ultra-affluent families. He provides board-level guidance to diverse industries and collaborates with educational institutions, advancing financial literacy. His leadership reflects a deep commitment to innovation, stewardship, and client success. 

A CFA® charterholder since 2001 and member of CFA Society Philadelphia, Joseph holds an MS in Finance from the University of Baltimore. SAMT specializes in comprehensive wealth management family office services for senior executives and multigenerational families.