About Joe
Joe assists his team with the design, implementation, and monitoring of clients’ comprehensive wealth management plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient, evidence-based investment and planning strategies in place so that they're able to achieve their most important life goals and financial aspirations. He chose to pursue wealth planning because he wanted to help people make informed decisions and better anticipate and align their financial futures. He enjoys helping clients solve for their ideal financial result while simplifying complex topics, whether it be estate planning, retirement planning, cash flow analysis, or investment management.
Joe is a born-and-raised New Yorker, and New York is where he now resides with his family. In his spare time, he enjoys exercising, playing basketball, and trying out new pasta recipes in the kitchen.
Education and Professional Milestones
- Baruch College - Bachelor's Degree in Business Administration with a focus in Finance
- Has also worked as an investment consultant at Global X ETFs
Joe assists his team with the design, implementation, and monitoring of clients’ comprehensive wealth management plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient, evidence-based investment and planning strategies in place so that they're able to achieve their most important life goals and financial aspirations. He chose to pursue wealth planning because he wanted to help people make informed decisions and better anticipate and align their financial futures. He enjoys helping clients solve for their ideal financial result while simplifying complex topics, whether it be estate planning, retirement planning, cash flow analysis, or investment management.
Joe is a born-and-raised New Yorker, and New York is where he now resides with his family. In his spare time, he enjoys exercising, playing basketball, and trying out new pasta recipes in the kitchen.
Education and Professional Milestones
- Baruch College - Bachelor's Degree in Business Administration with a focus in Finance
- Has also worked as an investment consultant at Global X ETFs