Client Advisory


Joe is an Associate in the New York office. In this role, he provides a high level of service to clients throughout the financial planning process.

Prior to joining Cerity Partners, Joe served as a Junior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he worked as an Investment Consultant for Global X ETFs, providing support to clients across the firm’s entire suite of ETFs.


  • B.S. in Finance, magna cum laude, with a concentration in Alternative Investments from the Gabelli School of Business at Fordham University

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