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Biography

Joey is a Senior Principal in the Chicago Office. He is a Practice Development Officer, working directly with practices on organic growth strategies, new and existing client development, colleague development, and firmwide strategic initiatives.

Prior to joining Cerity Partners, Joey served as Head of Mergers and Acquisitions at Edelman Financial Engines. In this role he was responsible for driving growth through mergers of other RIAs and leading the seamless integration of new teams and their clients into the firm. Prior to that, he led Growth Strategy and Analytics at Goldman Sachs Ayco, working with advisors and corporate partners to execute workplace wealth growth strategies. And prior to that, Joey spent time in internal and external operations, strategy, and M&A consulting roles at KPMG and TD Ameritrade.

Education

  • B.S. in Industrial and Systems Engineering from The Ohio State University
  • M.B.A. from Northwestern Kellogg School of Management

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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.