Joseph Rulison

Joseph Rulison

CEO and Co-Founder

Joseph Rulison’s multi-faceted career in the financial services sector gives him an expansive viewpoint and breadth of knowledge matched by very few.  Since his graduation from St. John Fisher College in 1978, Joe’s professional journey has taken him from  being an account executive at Prudential-Bache Securities to his current position as CEO and Co-Founder of three+one, a liquidity analytics and data provider to public entities, higher Ed, and banking institutions throughout the United States.

As President and CEO of Rulison & Company, Joe created a product called Muniflow that helped governmental entities invest their funds without jeopardizing their cash liquidity needs.  In 2001, Joe sold Muniflow to Bank of America and served there as Market President in the Rochester, NY region while rolling out his product line throughout the bank’s national footprint.

From 2009 until the launch of three+one® in 2014, Joe managed the J. P. Morgan’s Private Bank in Upstate New York.  In this capacity, he managed the Upstate New York team covering Trusts, Estate, Investment Management, and Custody of assets for high net-worth individuals and non-profit organizations.

Joe’s commitment to the community is vast.  He is currently a Board Member and Treasurer of the Monroe County Water Authority, Board Member to VisitRochester, and Trustee to the University of Redlands in Redlands, CA.  In addition, Joe has served as Chairman of the Board to St. John Fisher College, former Chairman of the County of Monroe Industrial Development Agency (COMIDA), as Chairman of the Board of Trustees for Geva Theatre and a member of the Town of Brighton, NY Town Board. In 2006, Joe received an Honorary Doctor of Laws degree from St. John Fisher College for his work on behalf of the College and the Rochester Community.  In 2017, Joe was recipient of the Distinguish Alumni Award from his high school, Christian Brothers Academy, for his commitment to helping others achieve their goal.

Scott Allen

Vice President of Business Management & Finance
Ext. 702


Kyle Metcalfe
Relationship Analyst
Ext. 705


Manel Chaib

Data Analyst


William Cherry
Director,  Public Partnerships
Ext. 709

Ruth Chiumia
Analyst Intern

Kyle Cline
National Dir. of Strategic Partnerships, NACo-FSC
Tel. (317) 502-7415

Alex DeRosa

Relationship Specialist
Ext. 706


Peter Forsgren, CTP

COO and Co-Founder
Ext. 701


Tyler Frame

Relationship Analyst
Ext. 708


Andrew Hagemeister

Software Developer
Ext. 703


Garrett Macdonald, CTP

Vice President
Ext. 704


Joseph Rulison

CEO and Co-Founder
Ext. 700


Edna Teresi

Client Service Associate
Ext. 707


Home office

180 Office Park Way
Pittsford, NY 14534


Call Us

1 (585) 484-0311