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Joseph P

Series 65

San Francisco, CA

Corcovado Investment Advisors, LLC

Joseph Pach is the principal owner and managing member of Corcovado Investment Advisors, LLC, with over 20 years of industry experience including two decades at Mellon Capital Management. He holds a Series 65 credential and has led Corcovado since 2021. In addition to advisory services, he manages proprietary futures trading through a Commodity Trading Advisor registration. Corcovado Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, utilizing a top-down asset allocation process with advanced statistical techniques and options strategies. The firm also offers consulting and litigation support services separate from its investment management business.

Options & derivatives strategies Concentrated stock management Wealth management
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