Our Team

Joe is a CFA® Charter Holder and founder of Integritas Investment Management, he leverages 32 years of experience to provide his clients with a deeper level of advisory insight. Joe began his career in 1988 after joining the asset management division of Merrill Lynch (MLAM) at their headquarters in Princeton, NJ (New York City metro area). As an analyst, Joe covered several industries for the Investment Committee ranging from industrial and soft commodities to consumer products. In 1991, Joe was promoted to Assistant Vice President and Senior Portfolio Manager managing money for institutional and high net worth clients. By 1995, Joe was asked to manage the MLAM value portfolio in the Merrill Lynch Consults Program as well as becoming a rotating voting member of the MLAM Investment Committee and Proxy Voting Committee, responsible for $50 billion in client assets.

In 2004, Joe joined the institutional "PRIME" group of UBS as a Vice President and Portfolio Manager. Joe continued managing money for clients while helping them navigate through the economic crisis of 2008/2009. Joe specializes in research, security analysis and portfolio management but also offers retirement planning and estate planning services on his team. In 2009, Joe was offered a position as Vice President and Portfolio Manager, (PIA Program) with Merrill Lynch which is the firm's discretionary investment management program and only offered to Advisors with extensive investment experience.

Joe founded Integritas Investment Management in 2017. His vision for the practice centers around research and investment management.  Joe earned the CFA® Charter (Chartered Financial Analyst®) in 2003 and has a B.S. in finance from LSU and an MBA in finance from St. John's University in New York City. Joe is registered in 12 states and is a member of the CFA Institute, the CFA Society of Atlanta, the Atlanta Economics Council and the Atlanta Council on International Relations.

CFA – Chartered Financial Analyst

The Chartered Financial Analyst (CFA) charter is a professional designation established in 1962 and awarded by the CFA Institute.  To earn the CFA charter, candidates must pass three essential, six-hour examinations over three years.  The three levels of the CFA exam tests a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning.  In addition, CFA charter holders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standard of Professional Conduct.

Christina started her career in 1997 with Adecco Group, a Fortune 500 company and the world's largest staffing firm.  Her experience included managing staff requirements of financial institutions.  In 2000, she was promoted to the company's corporate headquarters in Redwood City, CA where she was responsible for the ISO 9002 quality management program for all field offices in the US.  Christina was part of the team that managed the operational transition for the Olsten Staffing acquisition and relocation of the headquarters to Melville, NY.  Her primary focus was to communicate and train field office staff on all new operational policy and procedures. Once the merger was complete, Christina turned her focus to streamlining field operations coordinating with Human Resources, Marketing and the Legal departments to revamp all processes and materials used in the field offices.

In recent years, Christina has assisted several local small businesses in Georgia with project management and revenue recognition through social media.  She has also served in the non-profit sector in the areas of fundraising, social media and project management. 

She holds a B.A. in History and Secondary Education from Covenant College in Lookout Mountain, GA.  Christina lives in Alpharetta with her husband Robert and their three children Katelynn, Adam and Noah.

Monika began her career in 1995 while in Germany, her home country, working on the project management team for the Children’s Services and Immigrant Family Affairs divisions.  After her time in Germany, she moved to Arizona and took on the role as owner of a childcare facility that she operated for six years.  Subsequently, she and her husband moved to Georgia where she utilized her skills in administration and marketing in the software industry.  More recently, Monika has worked in the area of fundraising, human resources and marketing.  She currently serves as Chairperson for a local youth athletic organization in Atlanta.  Monika earned a BA in Business Management and General Accounting from Fachhoch Schule Hof University.  She is fluent in German and Polish and enjoys traveling.  Monika lives in Alpharetta with her husband Tony and their four sons; Zach, Parker, Tucker and William.