Prior to joining RBC Wealth Management with the team in August 2018, Joe was Senior Vice President at Merrill Lynch Wealth Management where he worked from May 2002 to August 2018. He was a public accounting risk consultant at Arthur Andersen from July 2001 to March 2002.
Joe graduated from the University at Albany with a Bachelor of Science degree in finance, economics and management. He is a CFP® professional and holds the Certified Investment Management Analyst® (CIMA®) designation. He passed the Series 7 and 66 exams and holds health and life insurance licenses.
Joe serves on the board of Kids In Crisis, a non-profit in Greenwich, Connecticut, and as co-chair of the organization’s annual Cards For Kids event. He belongs to GlenArbor Golf Club in Bedford, NY and is an avid golfer. Joe and his family live in Stamford, Connecticut. He enjoys golfing, playing piano, playing poker, exercising and spending time with clients, friends and family over food, drinks and cigars.
