Joe Jr. holds the Chartered Investment Manager (CIM) designation and focuses on delivering effective wealth management solutions to clients. Joe Jr. specializes in building and executing wealth management strategies with other members of the team. Joe Jr. has worked for two of the largest banks in Canada and joined the team in 2005. He has worked as an Assistant, an Associate Investment Advisor since 2008, and became a Portfolio Manager in 2018 where he manages several different strategies for the Carlomusto Investment Team.

While Joe Jr. is originally from Niagara, his university education took him to Waterloo where he studied Business Administration and Economics at Wilfrid Laurier University. Joe Jr. is active in the community as well. He volunteers his time for various local charities and events throughout the Niagara Region.

Joe Jr. lives in St. Catharines with his wife and three sons where they enjoy many outdoor activities including hockey, golf, running, and biking.

Joe started his career in the financial services industry in 1985. In 1994, Joe started the Carlomusto Financial Group. He has extensive training, knowledge and experience in investment management, tax planning, personal & business planning and Life Insurance & Estate Planning. Aside from his role as an Investment Advisor with the Carlomusto Investment Team, Joe currently volunteers on behalf of Big Brothers Big Sisters of St. Catharines (served as President of the Board from 1993-1998). He has chaired the Coppola's-Big Brothers Big Sisters Golf Tournament for over 26 years, helping to raise hundreds of thousands of dollars. Joe has also volunteered for and with The Community Leaders for Healthcare in Niagara, as well, he is a supporter of Family & Children's Services Niagara. In June, 2007, Joe received the Spirit Builders Leadership Award from Big Brothers Big Sisters, for his long time commitment to the organization and is an Alumni Member of Big Brothers Big Sisters Canada.

In November 2008, Joe received the President's Award from CIBPA Niagara (Canadian Italian Business Professional Association of Niagara) for his lifelong contributions to the community of Niagara. He has also participated in several Walk A Mile in Her Shoes fundraising events and was honoured to be chosen as one of the Ambassadors in 2016, wherein he was the top fundraiser that year, as well as some prior years.

Joe has been married to his wife, Elena, for over 42 years, has 2 sons and 4 grandchildren.

Vince began his career in the financial service industry in 1998. Since then he has worked for other Financial Institutions as a Licensed Assistant. Vince joined CIBC Wood Gundy in 2011 as a Client Associate.
Vince is responsible for ensuring that clients receive an exceptional experience using an Integrated Wealth Management approach. From the initial introduction and meeting, to working through the process of building long-term, intergenerational wealth management plans, his focus remains on premier client service.
Vince enjoys spending time with his wife and two children Tyler and Halle. Growing up Vince had the opportunity to work side by side with his father learning valuable construction skills. Vince does many odd jobs around the house and is always willing to help out friends with their projects.

Darlene works closely with the team to ensure that administrative duties are completed and that client's needs are met in a professional and timely manner. Darlene has worked for CIBC for 35 years in both Imperial Service and branch banking, most recently in the role of Branch Manager.
She has successfully completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) courses, in addition to having completed the courses required for the path to the Certified Financial Planner (CFP) designation.
Darlene has been active in the community for many years, having been a volunteer police officer, an Officer with the Navy League of Canada, being on the Board of Directors with the Royal Astronomical Society of Canada-Niagara Centre and also as an official Storm spotter with Environment Canada. Darlene currently resides in Niagara Falls with her daughter Kristin and seven fun pets.