Joseph Guerrisi, CFA

President and CEO

Joseph Guerrisi, CFA

President and CEO

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.

Award Logo BIS Wealth Advisors Horizontal
2026 (Ranked #11) – 2025 (Ranked # 15)
CPBJ Forty Under 40
2025 CPBJ Power 100 Award
(2024 – 2025)
2025 CPBJ Power List Banking Finance Award
(2023 -2025)
Harrisburg Magazine 2025 Readers Poll
Official 2025 Readers' Choice

(2024 – 2025)