Headsail is owned and operated by Joe Mastrolonardo, a professional portfolio manager who personally oversees every client’s investment portfolio. Joe has obtained his Chartered Financial Analyst (CFA) designation, the most prestigious globally recognized accreditation in the investment industry. Additionally, he has over twenty years of experience managing Canadian and foreign equities, along with balanced and income portfolios, as a successful portfolio manager with major Canadian investment organizations. As a CFA and long-time professional in the field, Joe has extensive expertise and a determined commitment to serve his clients under the highest standard of practice in the industry.
