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Joseph P
Series 63, Series 65
Raleigh, NC
Cypress Capital, LLC
Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc., along with six years at Cypress Capital Advisors, LLC. Outside of advising, he has ownership interests and management roles in several non-investment businesses, including Firehouse Subs and event and virtual assistant ventures. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations with a nine-advisor team managing approximately $426 million on a discretionary basis. The firm combines quantitative and qualitative analysis to implement customized investment plans, using proprietary models and individual securities tailored to clients’ goals and risk tolerances.
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