Client Advisory


Joe is a Principal in the New York office. He is part of the firm’s Executive Financial Counseling practice, which provides financial planning, tax planning and tax preparation services to corporate executives.

Prior to joining Cerity Partners, Joe was a Vice President at Goldman Sachs Ayco Personal Financial Management. Prior to that, he spent over a decade as a practicing attorney.


  • J.D. from Albany Law School, Union University
  • M.A. from Fordham University
  • B.A. from Le Moyne College

Connect with Joseph

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues