Joe plays an integral role in his team’s investment process, contributing to the research, development, implementation and ongoing management of investment strategies and portfolio models. He combines a strong analytical approach with a commitment to helping clients pursue their long-term financial objectives.
Before joining NewEdge, Joe was a Senior Wealth Strategy Associate at UBS.
He graduated magna cum laude from the University of St. Thomas, earning his Bachelor’s degrees in both Finance and Real Estate. Joe is a CFA® Charterholder and holds his Series 7 and Series 66 licenses.
He resides in Peoria, Arizona, with his wife. Outside of the office, Joe enjoys camping, biking, traveling and spending time with family and friends.