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Biography

Joe is a Principal in the Saratoga Springs office. He is a member of the Client Service & Development team. Joe is responsible for providing growth reporting and insights in support of firmwide strategy, practice management, business development, strategic partnerships, and marketing.

Prior to joining Cerity Partners, Joe served over 18 years at Goldman Sachs Ayco. As a Vice President in Workplace Advisory Solutions, he was responsible for the development of data and reporting solutions. Prior to that, Joe was responsible for the design, implementation, and maintenance of financial planning programs for key corporate relationships. He began his career delivering financial planning to individual clients.

Education

  • B.S. in Business Management from Rensselaer Polytechnic Institute

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.