Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Park Avenue
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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