Client Advisory

Biography

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.

Education

  • 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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By clicking “Submit”, 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.