Integrated Capital Management, Inc.

Integrated Capital Management, Inc.
The TekRidge Center
50 Alberigi Drive Suite 114
Jessup, PA 18434
Office: 888-iCM-INV9
Fax: (570) 961-3985
https://www.icm-invest.com/

Articles by Integrated Capital Management, Inc.

Joseph C. Perfilio
Chief Executive Officer

Joseph C. Perfilio

Joe is iCM’s CEO, co-founder and member of its investment committee. Joe began his career as the Director of Investments for a regional investment firm, which specializes in advising and consulting to a variety of different corporate, governmental & not-for-profit entities regarding investments, manager selection and asset allocation modeling among other specialized issues. He served in that role for over 10 years and later began his own private wealth management firm, Clayton Perfilio, Ltd. where he served as President. Joe received a Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.

Michael A. Paciotti, CFA
Chief Investment Officer

Michael A. Paciotti, CFA

Mike is responsible for the oversight and management of iCM’s investment strategies and chairs its investment committee. Prior to co-founding iCM, Mike was responsible for overseeing the proprietary investment programs for Guardian Life Insurance Company’s $3 billion investment advisory business. Mike is a frequent industry presenter and has been published by a number of publications including The Wall Street Journal, Morningstar, Seeking Alpha, ETF Market Pro & Investor’s Business Daily. Under Mike’s watch, iCM’s Global Balanced ETF Strategy was named as a Top Gun Manager by the Plan Sponsor Network with a six star overall ranking (PSN’s highest ranking).

Mike received a B.S. in Finance and M.B.A. from the University of Scranton. He is a CFA charter holder and a member of the CFA Institute as well as the CFA Society of Philadelphia.

Ryan J. Lehman, CFA, CAIA
Director of Investments

Ryan J. Lehman, CFA, CAIA

Ryan supports iCM’s investment effort by developing and maintaining the quantitative models used to evaluate investment managers and capital markets. Additionally, he provides leadership to our analyst team. Prior to joining iCM, Ryan most recently worked as a Senior Investment Analyst at John Hancock Investments in Boston, MA.

While there his primary responsibility was conducting investment manager oversight for John Hancock’s $200 billion investments platform. Earlier in his career Ryan worked at Park Avenue Securities/Guardian Life Insurance as an Investment Analyst, where he supported iCM’s current CIO, Mike Paciotti, in the development and oversight of many of the investment programs still utilized at iCM.

Ryan holds an MBA with concentrations in Analytic Finance and Economics from the University of Chicago Booth School of Business and Bachelors’ degrees in Finance and Psychology from the University of Pittsburgh. He has earned the right to use both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

More Articles

2020, Black Swans Everywhere!

2020, Black Swans Everywhere!

By Michael Paciotti, CFA “Most traders are picking pennies in front of a steamroller, exposing themselves to the high-impact rare…

Important Risk Disclosure

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One Iron Street, Boston, MA 02210.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

© 2023 State Street Corporation - All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value