#63 Joe's Investing Story
About this episode
Joe DeLisi reflects on his nearly 30-year journey in the financial industry and shares insights on his investing philosophy and experiences.
After nearly 30 years in the financial industry, Joe DeLisi reflects on the long path that shaped the way he invests client money today. In this episode, Joe shares how he entered the business with no finance background, the lessons he learned early in his career, and why his philosophy eventually shifted toward evidence-based investing. This is a look at experience, mistakes, mentorship, and the process of building conviction over decades in the industry. He also explains why younger advisor...
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