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Joseph P
Series 65
San Francisco, CA
Joseph M. Presti Investments
Joseph Presti is the sole advisor at Joseph M. Presti Investments in San Francisco, CA. He holds a Series 65 credential and has eight years of industry experience. Prior to founding his firm in 2017, he was self-employed for one year. Outside of his financial advisory work, Mr. Presti is a 50% owner and manager of HL Holdings LLC, a business involved in the production and design of clothing and household products. Joseph M. Presti Investments is a fee-based, state-registered sole proprietorship that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, institutions, and trusts. The firm employs a value and business-perspective investment approach with a multi-year horizon, focusing on long-term equity ownership identified through proprietary quantitative screens and detailed fundamental analysis.
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