Case File
efta-01380822DOJ Data Set 10OtherEFTA01380822
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DOJ Data Set 10
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efta-01380822
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1
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Biographies
Joseph Dursi
Director, Investment Specialist - Deutsche Bank Wealth
Management Americas
Joseph Dursi is the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas.
Dursi and his team are responsible for identifying and creating unique investment solutions for ultra-
high-net-worth clients. The customized investment strategies that Mr. Dursi and his team create utilize a
multi-asset class approach to help achieve the short and long-term goals of their clients.
Prior to joining Deutsche Bank, Mr. Dursi served as the Head of Portfolio Consulting at Barclays Wealth
Americas where he and his team were responsible for developing tactical investment solutions through
asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices and
endowments/foundations. Mr. Dursi joined Barclays in September 2008 as part of the organization's
acquisition of Lehman Brothers' Private Investment Management business in the Americas. Prior to that,
Dursi was in various roles at Lehman Brothers including Senior/Junior Portfolio Consultant and
Financial Controller for the firms infrastructure initiatives.
Mr. Dursi holds a B.B.A., Summa Cum Laude, from the University of Notre Dame and an M.B.A. from the
Stern School of Business at New York University, where he was designated a Stern Scholar. He lives in
Rockville Centre, New York with his wife and their daughter.
He can be reached at
Deutsche Bank
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25
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0079382
CONFIDENTIAL
SDNY_GM_00225566
EFTA01380822
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