Joseph E. Linz, CFA, CPA, CFE
Vice President - Compliance
Joseph is responsible for assisting with the ongoing development, implementation, and assessment of the firm’s compliance program. Joseph also assists with the creation and management of equity trade orders. Prior to joining WEDGE in 2015, Joseph was a Senior Auditor in Cherry Bekaert LLP’s Charlotte, North Carolina office. Joseph received both his Bachelor of Science and Master of Science degrees in Accounting from the State University of New York College at Geneseo.