Joseph Traba is the Chief Investment Officer of Stonemark Wealth Management, primarily responsible for leading the firm’s portfolio management and research team.
Joseph has over 16 years of experience in portfolio management, equity/fixed income trading, research, marketing and wealth management. Prior to joining Stonemark (formerly WESPAC Advisors SoCal, LLC), he was 1st Vice President of Equity Trading and Research at Southwest Securities. He was formerly Manager of Equity Trading and Sales at ML Stern & Co., where he began his career in 1996. Joseph holds Securities Licenses: 4, 7, 24, 55, 63 & 65 and a California Life & Health Insurance Producers license.
Joseph received his Bachelor of Sciences in Quantitative Economics and Decision Sciences from the University of California at San Diego. He is currently an active member of Securities Traders Association and founded the Health, Wealth and Self leadership group.
In his free time, Joseph enjoys participating in outdoor activities and has completed 10 Ironman triathlons and numerous ultra-distance events. His adventures have been documented in the Los Angeles Times newspaper, Fox Sports Net, Inside Triathlon and Triathlete magazines.