Joplin Wallace, Associate Portfolio Manager, joined Mascoma Wealth Management in 2022.
In his role as Associate Portfolio Manager and as a member of the Mascoma Wealth Management Investment Committee, Joplin is responsible for assisting with the implementation and maintenance of the firm’s Investment Process and Procedures, facilitating trades within our core portfolios suite, as well as publishing and analyzing firm-wide securities reports.
Joplin graduated Summa Cum Laude from Susquehanna University in 2019 with a B.A. in economics. He joined Mascoma Bank as a Float Relationship Banker in 2021, then, following a short hiatus, he returned to join the Mascoma Wealth Management Team. Since joining Wealth Management, Joplin has passed both the Security Industries Essentials (SIE) exam and Series 65 exam. He currently maintains his FINRA Series 65 license.
Joplin grew up in Lyme, New Hampshire, where residents tend to adopt and treat every person as their own. After joining Mascoma Bank, he discovered that his fellow employees embody this same philosophy of empathy and care.
Joplin lives in Burlington, Vermont, and spends most of his free time trying to find his cat, hiking and exploring with his partner, and spending quality time with family.
Contact Joplin:
802-391-4823
[email protected]
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not A Deposit • Not Insured By Any Federal Agency
Mascoma Bank is not a registered broker dealer.