Mr. McGinnis is Regional Director, Wealth Management at Efficient Capital Management® LLC.
His focus is on helping to grow the North American wealth management space. He started his career in the financial industry working on the trading floor at the Chicago Board of Trade in 1981.
He advanced through various positions, including becoming a Retail Commodity Broker at Collins Commodities in 1985. There, he worked with a varied group of clients, both hedgers and speculators, and from bankers to farmers. In 1992, Joe began his journey into the sales and marketing of Managed Futures funds.
Prior to joining Efficient in 2023, he has represented top industry firms including Baltimore based Campbell & Company, Chicago based Dearborn Capital Management, and most recently, London based Aspect Capital. Joe educates Financial Advisors and their clients on the diversification and non-correlation benefits of Managed Futures when added to their investment portfolios. He holds a Series 3 and brings 40+ years of industry knowledge and experience.
Connect with me to discuss how we can help you achieve your financial goals—fill out the form on our contact page to schedule a meeting.