Joseph V. Maugeri, CFP® joined CFP Board in 2011 and is the organization’s Managing Director for Marketing and Corporate Relations.
In this role, Mr. Maugeri is responsible for the growth of CFP® professionals among all channels, marketing initiatives, firm relations, product development and is a member of the Executive Leadership Team. Overseeing the Marketing and Corporate Relations department, Joe’s primary responsibility is to increase the demand for CFP® professionals and CFP® professional education and experience among all financial service firms.
Before joining CFP Board, Mr. Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC. He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.