Co-Founder & Partner
and access,
Joe Contaldo is a partner and co-founder of XLCS Partners. As a career-long Investment Banker, Joe began his Investment Banking career as an intern for a national investment banking firm before joining the company full time as an associate in 2002. He was then promoted to Acquisition Services Director and was tapped to develop and run the firm’s Private Equity Coverage Group. In 2007, he was promoted to Managing Director, becoming the youngest to reach that position in the firm’s history. Joe holds FINRA Series 7, Series 79 and Series 63 licenses.
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