About
Joe
Joe aims to treat his clients as he would want someone to treat his family and best friends. He draws his investment knowledge not only from his formal education, but from his constant delving into both traditional and off-the-beaten-path reading and resources. Joe values learning in every sense of the word and thinks that dialogue is the best recipe for success both in investing and in life. He has a penchant for writing and a perennial list of things to research.
A Philadelphia native, Joe now lives in the Miami area with his wife, daughter, and their dog. They enjoy traveling, animals, and exploring different restaurants.
Education and Professional Milestones
-Villanova University - bachelor’s degree in economics with a concentration in business economics and a minor in English
-Harvard Business School Online – Core Credential of Readiness
-Oxford Blockchain Strategy Programme
Joe aims to treat his clients as he would want someone to treat his family and best friends. He draws his investment knowledge not only from his formal education, but from his constant delving into both traditional and off-the-beaten-path reading and resources. Joe values learning in every sense of the word and thinks that dialogue is the best recipe for success both in investing and in life. He has a penchant for writing and a perennial list of things to research.
A Philadelphia native, Joe now lives in the Miami area with his wife, daughter, and their dog. They enjoy traveling, animals, and exploring different restaurants.
Education and Professional Milestones
-Villanova University - bachelor’s degree in economics with a concentration in business economics and a minor in English
-Harvard Business School Online – Core Credential of Readiness
-Oxford Blockchain Strategy Programme