Joseph E. Stocke

Portfolio Management

Joseph E. Stocke

CFA - Chief Investment Officer, Managing Director



Mr. Stocke has over 25 years of investment experience. He is a founder and managing partner at StoneRidge Investment Partners. His responsibilities include equity portfolio management, and, as a sector specialist, he is responsible for research and stock selection for the Consumer Discretionary, Consumer Staples and Health Care sectors. In addition to being one of the founding members, Senior Investment Manager and the chief equity strategist at Meridian Investment Company, Mr. Stocke maintained sector analytical and portfolio management responsibilities. Prior to joining Meridian in 1984, Mr. Stocke worked for Dean Witter Reynolds. Mr. Stocke received his B.S. from the Wharton School, University of Pennsylvania. He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia.