Biography
Joe is a Principal working out of the New York City and Saratoga Springs offices. He has been advising high-net-worth individuals and families for over ten years. Joe’s counseling includes in-depth analyses and planning on investments, estate planning, taxes, risk management and company benefits. This broad knowledge base allows him to develop both short- and long-term financial planning strategies for clients of all levels of complexity.
Prior to joining Cerity Partners, Joe was a practicing attorney for more than a decade. His legal career included advising clients in economic development and commercial transactions, and even serving as Assistant Counsel to the Governor of New York State. His desire for building long-term relationships with clients made the transition to financial counseling a natural one and he became a Financial Advisor and then Vice President at Goldman Sachs Ayco. Joe joined Cerity Partners in the Spring of 2023.
Learn more about my practice.
Education
- J.D. from Albany Law School, Union University
- M.A. from Fordham University
- B.A. from Le Moyne College
Meet Our Client Advisory Colleagues
-
David Aaron Partner & Practice Leader
-
Louis P. Abel Partner
-
Rozeta Abovian Partner
-
Lloyd Abramowitz Partner & Practice Leader
-
Carlos Acevedo Associate
-
Kyle Adams Senior Principal
-
Cole Adams Associate
-
Samuel Afari-Aikins Partner
-
Maria Aguirre Associate
-
Karim Ahamed Partner
-
Chris Akamine Partner
-
Kendall Albert Associate
-
Philip Alfonsin Senior Principal
-
Associate
-
Arman Ambartsumyan Senior Associate
-
Breana Ammon Senior Associate
-
Miles B. Amodeo Principal
-
Andrew Anastasi Partner
-
Mark Andersen Partner
-
Helen Anderson Senior Principal
-
Rebecca D. Anderson Principal
-
Sean Angelis Principal
-
Karen Angrisano Principal
-
Jessie Angulo Senior Associate
-
Lynne Anicete Associate
-
Associate
-
Gary Arakawa Partner
-
Jackie Armistead Associate
-
Adam Armstrong Principal
-
Christopher Arotin Principal
