Live Your Dash!
Two dates on every tombstone are separated by a "dash". This infinitesimally small line represents one's lifetime - what we've accompished and the depth of the impact our actions have had upon others in our lives and in our communities. Are you truly "living your dash"? I do my best to consciously do so to the absolute fullest each and every day and work with our clients to do the same.
Joseph J. Yurman II (“Joe”) has 30+ years of experience in securities trading, equity research, capital markets, finance and investments. He has performed duties as Managing Partner and Chief Investment Officer of a long/short U.S. equity hedge fund, 12/21 Capital Management, LLC and served as a Partner at a New York-based investment management company, Flatbush Watermill. Prior to his investing career, Joe worked as a high-yield distressed debt trader/analyst with Merrill Lynch and as a senior equity research analyst at Bear Stearns and Morgan Stanley, where he provided institutional research services in the consumer and specialty retail sectors.
In his current role, Joe is focused on working with small business owners and entrepreneurs as well as individuals entering the workforce or seeking post-graduate risk/tax mitigation. Another primary area of focus for his practice is working with automotive retailers, dealer principals and third-party plan administrators on their group benefits and financial awareness programs for their team members. He is a graduate of National Automotive Dealers Association (NADA) Academy, Class 417.
Mr. Yurman received his M.B.A. from Duke University’s Fuqua School of Business with a concentration in Finance and Accounting as well as his B.A. from Hamilton College, majoring in Economics. He is married (Olivia) with twin sons, (Jack and Charlie), and our 4-year old staffy (Brooklyn). He lives in Stamford, CT.
Supporting My Community.
As part of the team here at Network Office 110, as well as a fellow cancer survivor, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with, led by my good friend and our Managing Partner, Alex Beilin:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
