Joseph Sharma, CFA® 

Chief Investment Officer & Senior Equity Portfolio Manager

Joseph Sharma, CFA is the CIO of Oliver Luxxe Assets, LLC.  He is also a Senior Portfolio Manager and manages the firm’s equity strategies. Previously, he was a Partner, Senior Portfolio Manager, and Research Analyst at New Jersey-based Systematic Financial Management LP. Joe has spent more than 20 years developing, implementing, and managing investment strategies across multiple economic sectors, asset classes, products, and market cycles. 


His background includes successful experience in quantitative, factor-based investing, fundamental equity research, client service and new business development activities. Joe’s background included coverage of a broad array of economic sectors including Financials, Healthcare, Consumer Discretionary, and Information Technology. 


Joe received his Bachelor of Science from Virginia Commonwealth University, Masters of Business Administration from Indiana University – Kelley School of Business and is a Chartered Financial Analyst holder.