Client Advisory

Biography

Joe is Principal in the New York office, where he manages client portfolios. He is responsible for asset allocation decisions, investment due diligence and selection, and providing customized investment advice to the firm’s clients.

Prior to joining Cerity Partners, Joe served as a Portfolio Manager at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he was a Private Wealth Senior Relationship Manager at Merrill Lynch, where he began his career in 2012. At Merrill Lynch, Joe developed the team’s macro/micro investment outlook, provided research for the team’s equity, fixed income, and alternative investment strategies, constructed and implemented customized investment portfolios, directed the investment due diligence process, oversaw the trading of clients’ discretionary managed portfolios, and managed a range of 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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