PROFESSIONAL PROFILE

In his role as a trusted advisor, Joe provides wealth management services for successful individuals and families in the United States and internationally. He is also responsible for advising small and medium-sized businesses on employee retirement benefits, liability management, and cash management. In this capacity, Joe provides in-depth guidance specializing in estate planning issues, investment management, and retirement planning.

Joe first began his career at Merrill Lynch in 1998, and he has been involved in the financial services industry since 1996. In 1999, Joe was selected into the firm's highly competitive Investment Management Analyst Training Program. He worked at various offices in London, New York and Princeton primarily focusing on asset management and the firm's institutional 401(k) plan relationships.

Joe graduated from Pennsylvania State University, University Park and holds a B.S. in Labor Studies & Industrial Relations and a B.S. in Industrial/Organizational Psychology. He also has a minor in Business Administration.

Joe holds the Chartered Retirement Planning Counselor (CRPC) accreditation, NY Life/Health Insurance licenses, and is NASD Licensed Series 7, 66.

Joe is an active board member of the Penn State New York City Alumni Chapter.