Joe Gogola

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Joseph Gogola, CFA
Vice President and Portfolio Manager, Insurance Advisory

Joe manages investment portfolios for Insurance Advisory clients. His responsibilities include developing investment strategies, selecting securities and sector allocations, buy/sell decisions, credit reviews and performance management. He is a member of the Advantus Credit and Technology Committees.

Joe is a CFA Charterholder, and a member of the CFA Institute and CFA Society of Minnesota.

Professional Experience

CUNA Mutual Group,
Senior Investment Officer
Fixed Income Portfolio Manager
Securities Analysts
Active in the investment industry since 1979

Degrees and Designations

Master of Business Administration, University of Wisconsin
Bachelor of Business Administration, University of Wisconsin
Chartered Financial Analyst