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Joseph Burbella , CFP®, AAMS®, MBA

Senior Principal

Wall Street

Client Advisory

Biography

Joe Burbella is a Senior Principal in the New York office and a portfolio manager within the Cerity Partners Family Office. He specializes in portfolio construction, customized asset allocation strategies, and delivering tailored investment advice to ultra-high-net-worth individuals and families.

Prior to joining Cerity Partners, Joe was a portfolio manager at AJ Wealth, a New York-based registered investment advisor serving family office clients. Earlier in his career, he was a Private Wealth Senior Relationship Manager at Merrill Lynch. During his time at Merrill Lynch, Joe developed the team’s macro and micro investment outlooks, conducted investment research across asset classes, and constructed customized client portfolios. He also led investment due diligence efforts, oversaw trading for discretionary portfolios, and managed a range of client reporting services.

Learn more about Cerity Partners Family Office.

Education

  • B.S. in Business Administration with a minor in Finance from the University of Scranton
  • MBA from Penn State

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Asset Management Specialist®
  • Former member of the men’s soccer team at the University of Scranton

Latest Insights

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Justyn Volesko and Andrew Cooper and Adam Sandler and Joseph Burbella

Partner & Co-Head of Family Office & Senior Principal

Family Office

Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events

A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

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.