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Joe Escalada
Due Diligence


333 SE 2nd Avenue, Suite 2000, Miami, FL, 33131
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Banking & Finance
Due Diligence & Risk Analysis




Last Update: July 21, 2016 08:21 AM

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Joe Escalada

Joe Escalada


As an analyst, Joe has provided research for several different asset classes. Joe gained mutual fund and ETF research experience while working for Charles Schwab in its center for financial research. While at Charles Schwab, he researched the consequences of qualitative mutual fund attributes on performance and created ETF lists for approval on the Charles Schwab online platform. Later, Joe researched corporate credit while working for the California Public Employees Retirement System, the largest pension fund in the United States. His past experience also includes his job as financial analyst at Wells Fargo and Bridge Capital. His specialities include Excel, Bloomberg,Financial Statement Analysis. At present, Joe provides analysis of Australian micro-cap stocks and US stocks to different clients.


Joe Escalada is currently a financial analyst and a lecturer at California State University,Bakersfield. Joe graduated Beta Gamma Sigma with an MBA from the University of California, Davis after graduating from the California Institute of Technology (Caltech) with honors.

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