Brokerage Services, LLC Attracts Seasoned Broker to Management Team

New York, NY.

Joe Ventresca Headshot Brokerage Services, LLC, a FINRA-member broker-dealer, is proud to announce that Joseph (Joe) Ventresca will join the leadership team in a newly created role, Managing Director of Investment Banking.  Joe brings decades of investment banking experience advising middle market companies seeking capital, and placing investments on behalf of institutional and high net-worth clients at Merrill Lynch Private Client, Investec, and Asgard Partners.

As Managing Director of Investment Banking, Joe will lead the investment banking team from the company’s Midtown Manhattan location.  He will work with companies seeking capital and increase the distribution of alternative investment products across our growing independent broker-dealer platform.  He will also help expand the market share of our proprietary software as a service solution for private securities offering compliance management, syndication/distribution, and subscription execution.

“The capital raising process is archaic whether you are raising money from institutions, family offices, or accredited investors.’s brokerage and technology platform offer solutions for compliance and enhanced distribution of appropriately vetted alternative investment offerings to institutional investors, family offices, and accredited investors. Also, I see a complementary opportunity for investment advisors — enhancing access to appropriately vetted alternative investments to diversify client portfolios,” Joe said.

Aaron Pollak, CEO of, said, “After working with Joe on a number of private offerings, we are delighted to announce that he will be joining the team full time. Joe’s experience in the investment banking industry, combined with his entrepreneurial drive to reset inefficient processes, make him the right fit for our growing firm.”

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About headquartered in Burlington, Vermont and with offices in Midtown Manhattan, Holdings, Inc. is a financial services company focused on providing alternative investment solutions. Holdings, Inc. includes subsidiaries that specialize in facilitating private placements and providing technology solutions. Holdings, Inc. is the parent company of Brokerage Services, LLC, a registered broker-dealer with FINRA and member of SIPC, and Technologies, LLC, a technology services provider. For more information, please visit

Forward-Looking Statements
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