Advisors we’ve worked with
We’ve worked with dozens of affiliated and independent financial advisors, investment advisors, and other investment professionals, including:
Paul Dietrich, Foxhall Capital Management (Orange CT)
Mike Evans (UBS, San Francisco)
Harold Evensky (Coral Gables FL)
Highland Partners (UBS, New York NY)
Dennis Gartman (Suffolk VA)
Rick Rodgers (UBS, Newtown PA)
SRQ Wealth Management (Sarasota FL)
Twinfields Capital Management (Greenwich CT)
Financial services clients
Marketeria founder Joe Polidoro has also worked with the following financial services firms:
American Skandia
ARM Financial Group
Bankers Trust
Bear Stearns
Chubb & Son
Citigroup Asset Management
Columbia Management Group, Inc.
Dean Witter
Goldman Sachs
E.F. Hutton
Julius Baer Investment Management LLC
Morgan Stanley Smith Barney
Paine Webber
Philadelphia Stock Exchange
ProFunds
ProShares
Trading Edge
UBS Financial Services Inc.
U.S. Trust
