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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.

Education

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

Highlights

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

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