As Senior Vice President of Private Wealth Management, Joe works with families and entrepreneurs through wealth advisory, financial and estate planning and family office.
With over 30 years of experience in the financial industry, Joe spent the last 19 years at Fidelity Investments as a Vice President-Wealth Management Advisor, where he helped form comprehensive wealth management strategies. Joe was consistently recognized as a top performing financial advisor, including being a five-time President Circle Award winner.
Prior to working at Fidelity, Joe spent a good part of his financial career working at JP Morgan Chase, Dreyfus and Prudential, finding solutions to clients’ investment management, banking, and insurance planning needs. Joe has spent a good part of his career managing and developing a team of financial professionals.
In his spare time, Joe enjoys boating and coaching his son in basketball and baseball.
Professional Memberships & Affiliations
Education
- BA, State University of New York at Stony Brook