Pathfinder Wealth Advisors, LLC welcomes:
Josephine LaSpina Trotta as our Chief Investment Officer
Josephine’s role will incorporate a variety of responsibilities including investment and portfolio management analysis, as well as managing client relationships and developing planning solutions.
Josephine is a seasoned professional experienced in the financial services industry including investment management, financial planning, trust financial services, and private banking. Her 15 year career in banking includes private banking, lending, and trust services at Key Bank and US Bank. She was promoted numerous times at Key Bank and became the Vice President and Manager of Private Banking & Investing. She then turned to investment advisory services as a Financial Advisor at Merrill Lynch, UBS, and Stratos Wealth Partners. She most recently worked at TIAA where she opened the Wealth Management Office in Cleveland.
She earned her MBA from John Carroll University and she was selected as one of the “Fifty of Our Finest” at the Boler School of Business 50th Anniversary. Josephine earned her Finance degree from Cleveland State University. Additionally, she attended National Trust School I & II at Northwestern University in Chicago.
Josephine and her husband John live in Hudson, Ohio. She enjoys cycling, golfing, traveling and photography. Some may even call her a gourmet cook. Additionally, she enjoys volunteering and fund raising for many organizations including American Cancer Society, Cleveland Orchestra, and Cleveland Museum of Art.