Joseph Rulison
Joseph Rulison
CEO and Co-Founder
jrr@threeplusone.us
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.
Mike Abbott
Data Analyst Intern
mja@threeplusone.us
Scott Allen, MBA
CFO
sja@threeplusone.us
Ext. 702
Beau Blevins
Director, Business Development
brb@threeplusone.us
Ext. 714
Manel Chaib
Data Analyst
mc@threeplusone.us
William Cherry
Director, Public Partnerships
wec@threeplusone.us
Ext. 709
Ruth Chiumia
Client Services Assoc.
rc@threeplusone.us
Kyle Cline
National Dir. of Strategic Partnerships, NACo-FSC
kcline@naco.org
Tel. (317) 502-7415
Alex DeRosa
Relationship Spc., Team Lead
ald@threeplusone.us
Ext. 706
Peter Forsgren, CTP
COO and Co-Founder
pdf@threeplusone.us
Ext. 701
Tyler Frame
Sr. Relationship Analyst
tdf@threeplusone.us
Ext. 708
Andrew Hagemeister
Vice President of Innovation
agh@threeplusone.us
Ext. 703
Jessica Harrell
Director, Project Management
jbh@threeplusone.us
Ext. 710
Garrett Macdonald, CTP
Senior Vice President
gam@threeplusone.us
Ext. 704
Kyle Metcalfe
Relationship Analyst
kjm@threeplusone.us
Ext. 705
Leah Riley
Sales & Marketing Associate
ler@threeplusone.us
Ext. 711
Samantha Rothschild
Marketing Coordinator
slr@threeplusone.us
Ext. 712
Joseph Rulison
CEO and Co-Founder
jrr@threeplusone.us
Ext. 700
Edna Teresi
Client Services Associate
edna.teresi@threeplusone.us
Ext. 707
LaTonya Youmas
Client Services Associate
lcy@threeplusone.us
Ext. 713
Jacob Wales
Financial Analyst
jfw@threeplusone.us
Ext. 715
Home office
180 Office Park Way
Pittsford, NY 14534
EMAIL US
jrr@threeplusone.us
Call Us
1 (585) 484-0311