Joe Evangelista

Joe Evangelista is the Portfolio Manager and Director of Investment Research and Trading at Wingate Wealth Advisors, Inc. in Winthrop, Massachusetts, where he brings over 20 years of investment experience. In his role, Joe leads the Investment Committee, oversees the firm’s investment research and trading operations, and is responsible for ongoing portfolio review, asset allocation, manager selection, and portfolio design for clients. He also manages client portfolio rebalancing and trading, ensuring each portfolio reflects individual goals and current market conditions.

Joe’s expertise spans comprehensive investment management, focusing on portfolio construction, multi-asset allocation, and investment manager due diligence across both traditional and alternative asset classes. He maintains deep involvement in researching investment opportunities and assessing market trends to optimize client portfolios, with a strong emphasis on disciplined asset allocation and risk management.

Prior to Wingate, Joe operated his own investment advisory practice and previously served as a Financial Advisor at American Express Financial Advisors. He earned a JD with honors from Suffolk University Law School and a BS in Accounting from Boston College, solidifying his background in both legal and financial strategy. Joe is recognized for his leadership in investment research and for delivering tailored portfolio solutions that address complex client objectives.