Joseph Traba

Managing Director and Senior Portfolio Manager

Joseph Traba is a Managing Director and Senior Portfolio Manager at Strategy Asset Managers, LLC. Joseph has over 25 years of experience in portfolio management, equity/fixed income trading, research, marketing and wealth management.

Prior to joining Strategy Asset Managers, he was Chief Investment Officer and Portfolio Manager at Stonemark Wealth Management. Joseph was 1st Vice President of Equity Trading and Research at Southwest Securities ( formerly ML Stern & Co.). Joseph holds Securities Licenses: 4, 7, 24, 55, 63 & 65 and

California Life & Health Insurance Producers license.

Joseph is a member of Securities Traders Association and has volunteered with Junior Achievement, which helps students understand business and economics. Joseph received his Bachelor of Sciences in Quantitative Economics and Decision Sciences from the University of California at San Diego and is an active member of the Alumni Career and Professional Development.

In his free time, Joseph enjoys participating in outdoor activities; plays ice hockey, has completed 10 Ironman distance events and numerous ultra-distance adventures.

Joseph Traba

Managing Director and Senior Portfolio Manager

Joseph Traba is a Managing Director and Senior Portfolio Manager at Strategy Asset Managers, LLC. Joseph has over 25 years of experience in portfolio management, equity/fixed income trading, research, marketing and wealth management.

Prior to joining Strategy Asset Managers, he was Chief Investment Officer and Portfolio Manager at Stonemark Wealth Management. Joseph was 1st Vice President of Equity Trading and Research at Southwest Securities ( formerly ML Stern & Co.). Joseph holds Securities Licenses: 4, 7, 24, 55, 63 & 65 and

California Life & Health Insurance Producers license.

Joseph is a member of Securities Traders Association and has volunteered with Junior Achievement, which helps students understand business and economics. Joseph received his Bachelor of Sciences in Quantitative Economics and Decision Sciences from the University of California at San Diego and is an active member of the Alumni Career and Professional Development.

In his free time, Joseph enjoys participating in outdoor activities; plays ice hockey, has completed 10 Ironman distance events and numerous ultra-distance adventures.

Looking to learn more?

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Looking to learn more?

GET IN TOUCH TODAY