About Joseph
Joe is a Senior Wealth Advisor at Focus Partners Wealth and joined the team through the GYL Financial Synergies merger. He works with corporate executives, high-net-worth individuals, and families through the creation and implementation of long-term wealth management plans. Joe uses his experience in financial, insurance, and investment planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client’s financial goals and aspirations.
Prior to the firm, he was a wealth advisor at Resnick Advisors and had developed more than 15 years of corporate business experience serving in a range of senior management positions for the General Electric Company and Union Camp Corporation. He received a BA in Economics from Clark University.
Joe is active in the community as a board member of the Fairfield Prep School Alumni and Latin Scholars, and as a member of Rotary International. He has served on the boards of non-profit and charitable organizations in the region.
Joe is a Senior Wealth Advisor at Focus Partners Wealth and joined the team through the GYL Financial Synergies merger. He works with corporate executives, high-net-worth individuals, and families through the creation and implementation of long-term wealth management plans. Joe uses his experience in financial, insurance, and investment planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client’s financial goals and aspirations.
Prior to the firm, he was a wealth advisor at Resnick Advisors and had developed more than 15 years of corporate business experience serving in a range of senior management positions for the General Electric Company and Union Camp Corporation. He received a BA in Economics from Clark University.
Joe is active in the community as a board member of the Fairfield Prep School Alumni and Latin Scholars, and as a member of Rotary International. He has served on the boards of non-profit and charitable organizations in the region.