COO and Investment Advisor RepresentativeOffice: 747.220.6704
Joe Gissy, a native of St. Louis, Missouri and current resident of the Los Angeles, California area, joined Capital Management Services, Inc. in 2014 as an Investment Advisor Representative, entering the industry after many years of behind-the-scenes preparation (and personal mentoring and encouragement to do so from his father, Jim Gissy). Later that same year, Joe opened the first West Coast branch office for CMS and began building a practice specializing in retirement planning for high-net-worth individuals.
In early 2018, Joe became Chief Operating Officer of CMS. With this expanded role, Joe’s primary focus has pivoted to growing CMS specifically through helping other financial advisors grow their own practices by partnering with CMS’s third-party management solutions. Joe is leading that charge with a deeply-experienced wholesale team of regional managers, all of whom are eager to add immense value, time and personal freedom to the work-lives of their advisor clients.
Joe holds a Bachelor’s Degree from Southeast Missouri State University in Business Management and Marketing. Before joining CMS, Joe was a senior executive with one of the world’s most-recognized consumer brands.