Prior to joining RBC Wealth Management with the team in August 2018, Joe was senior vice president – wealth management at Merrill Lynch 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 holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC®) and Certified Investment Management Analyst (CIMA®) designations. 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, as a member of the finance and investment committee and as co-chair of the organization’s annual Cards For Kids event. He serves on the membership committee of Wykagyl Country Club in New Rochelle, New York, where he has been an active member since 2010. Since 2007, he has owned several laundromats around Fairfield County. Joe and his family live in Stamford, Connecticut. He enjoys golfing, playing piano, exercising and spending time with his friends and family over food, drinks and cigars.