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Joseph L
Series 66
Peabody, MA
WinCap Financial LLC
Joseph Lepore is a financial advisor at WinCap Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments for six years and Calton & Associates, Inc. for two years. In addition to his advisory role, he serves as an adjunct professor at Endicott College's school of business. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis and customizes long-term asset allocations while trading tactically based on market conditions or client needs.
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