Josephine M. DiMolfetta, IACCP®
Chief Compliance Officer, Chief Operating Officer
Jo DiMolfetta is the Chief Compliance Officer and Chief Operating Officer. She is responsible for overseeing a broad set of departments: Compliance, Client Services, Back Office Operations, Accounting, and all corporate matters. She also serves on the firm’s Executive Committee. Jo joined the firm in 1995.
Jo earned her degree in Accounting from Bryant and Stratton College and holds the Investment Adviser Certified Compliance Professional (IACCP®) designation.
A member of the Leadership Collier Foundation Alumni Association™, Jo previously served as a board member and was a graduate of Leadership Collier™. She was also a founding board member of the Montessori Academy of Naples, and mentored a high school student through Champions for Learning/Education Foundation.
Jo is the daughter of Italian immigrants. She grew up in Syracuse, NY and has been a longtime Naples resident. Jo loves to travel and also enjoys baking and cooking.