Joseph M. Labella, CAIA, CIMA®
Retirement Strategist for Voya Investment Management. In his role, Joe works with Voya’s intermediary sales and business development teams to provide financial advisors with unique, strategic and consultative discussion on key retirement issues while providing investment expertise in the form of portfolio evaluation and analysis.
Joe’s primary responsibility is supporting Voya Retirement U for AdvisorsTM (Retirement UTM), a professional development program designed to provide actionable insights that help advisors build stronger relationships with personal retirement and defined contribution clients. He works with sales and marketing teams to develop, present and promote Retirement U education and tools for financial advisors.
Joe has over 20 years of financial services experience having worked most recently as a consultant for Markola, LLC helping high net worth and institutional clients construct asset allocation strategies with an emphasis on alternative investments. Joe started his career with Morgan Stanley and over the course of seven years had various roles such as Client Service Representative, Portfolio Service Analyst and VP of Equity Research. He went on to become Sr. Portfolio Strategist with UBS Wealth Management for five years where he designed Exchange Traded Fund and Equity Models for Financial Advisors. In 2006, he joined Quan-Vest Consultants, which caters to institutional pension, welfare and annuity plans, endowments, public and Taft-Hartley funds. More recently, Joe was Director of Investments for 3 Dimensional Wealth Advisory and for over seven years oversaw Consolidated Portfolio Review, a registered investment advisory firm, managing investments for 401(k), 403(b), endowments, and high net worth clients.
Joe has obtained the Certified Investment Management Analyst (CIMA®) certification, as well as the Chartered Alternative Investment Analyst (CAIA) designation. He serves as a member of the Board of Directors of the NYC IMCA Chapter as well as on the Steering Committee of the New York Chapter of CAIA. Joe has obtained the Series 7, 63 and 65 licenses and has a B.A. in Economics from Fairfield University.