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Joseph Riley
Advisor Directed Portfolio Analyst at Benjamin Edwards Inc.
About
Joseph Riley is an experienced finance professional currently serving as Advisor Directed Portfolio Analyst at Benjamin F. Edwards & Co. in St. Louis, MO, a role he has held since 2019. In this position, he is responsible for supporting advisor-directed portfolio management, conducting research, and assisting with portfolio analysis and construction.
Riley's industry focus includes portfolio research and analysis, with expertise spanning across multi-asset portfolios, fixed income, equities, and alternative investments. His prior roles include serving as Vice President and Director of Research and Analysis at Stern Brothers from 2011 to 2018, where he specialized in municipal finance and public sector investment strategies, and as Senior Analyst - Product Review at Edward Jones, emphasizing due diligence and investment product evaluation.
He holds a Bachelor of Science in Business Administration/Finance from the University of Missouri - St. Louis and is a Chartered Financial Analyst (CFA). Riley is known for his rigorous analytical approach, deep sector expertise, and is recognized for his contributions to investment research and portfolio strategy development in the financial services industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Advisor Directed Portfolio Analyst | Jan 2019 to Present | — |
| Stern Brothers | Vice President and Director of Research and Analysis | Jan 2011 to Jan 2018 | Supervised a staff of three investment banking analysts. Managed responses to underwriting RFPs, accounting for a significant share of annual revenues. Performed research and due diligence on underwri... |
| Edward Jones | Senior Analyst - Product Review | Jan 2003 to Jan 2010 | Promoted from analyst and assigned increasing levels of responsibility, ultimately responsible for $4 billion of debt, much of it high-yield, corporate bonds. Continued to be the firm’s lead municipal... |
| Edward Jones | Municipal Bond Analyst | Jan 1999 to Jan 2003 | The firm’s only municipal bond analyst. Accountable for the due diligence and financial statement analysis of BBB/Baa-rated and below proposed inventory takedowns and underwritings for municipal bond ... |
| US Army | Combat Engineer | Nov 1988 to Apr 1991 | 2nd Engineer Battalion, 2nd Infantry Division 3rd Engineer Battalion, 24th Infantry Division |
Education
University of Missouri - St. Louis
Bachelor of Science (B.S.), Business Administration/Finance
CFA Institute
Chartered Financial Analyst
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
 | Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
 | Senior Vice President- Investments | Middletown, RI , United States |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
 | Chief Investment Officer | St. Louis, MO , United States |
 | Vice President - Investments | Belleville, IL , United States |
 | Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States |
 | Senior Vice President - Investments, Branch Manager | Harrison, AR , United States |
 | Vice President - Investments | Peoria, IL , United States |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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 | Research Analyst | Kennedy Capital Management LLC | St. Louis, MO , United States |
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
