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Joe Caligiuri
Head-Equity Investments at Champlain Investment Partners LLC
Profile
Mr. Joseph M.
Caligiuri, CFA, is a Partner & Deputy Chief Investment Officer of Small & Mid Cap Strategies at Champlain Investment Partners LLC.
He has more than 15 years of financial services experience to his role on the small and mid cap investment team.
He joined Champlain in 2008 and spent two years on the Operations team before moving to the investment team where he covers the industrials and materials sectors.
He graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy.
He earned his Chartered Financial Analyst (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont.
Joe Caligiuri active positions
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Champlain Investment Partners LLC
![]() Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Head-Equity Investments | 2021-12-31 |
Training of Joe Caligiuri
St. Michael's College | Undergraduate Degree |
Experiences
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Private companies | 1 |
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Champlain Investment Partners LLC
![]() Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Finance |
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