Marketeria is a full-service marketing communications agency devoted to serving independent and affiliated financial advisors. Advisors doing business with us benefit from our long experience in the industry, awesome creativity, technological know-how, and our core competency as marketers—a skill set most advisors lack.
Our solutions are built on 20 years of experience in marketing affiliated and independent advisors at some of the biggest firms in the world. We’ve taken their best practices and built them into every one of our offerings.
From print materials to social media-enabled websites, Marketeria can provide everything you need to establish and nurture relationships with clients and influencers.
Joe Polidoro, Founder
Joe has provided marketing services to affiliated and independent advisors since 1987. He has also marketed a full range of investment products through advisors, from individual securities to pooled and managed funds, and from retail and institutional investment services to alternative investments.
A senior marketer at Bankers Trust and Citigroup Asset Management, Joe studied brand strategy at Kellogg School of Management’s Executive Education program, passed the CFA Level I exam, and received a B.A. in English from The College of William & Mary.