Joe, a senior vice president, financial advisor, and senior portfolio manager with the Great Falls Group at RBC Wealth Management, focuses on individual investment solutions through customized portfolio construction.
Joe graduated from the American University with a bachelor’s degree in international relations and a minor in economics before beginning his career in financial services in 1987. In 1997, he and Brandt Haring teamed up to form the Great Falls Group to help families develop long-term financial strategies.
Since the Great Falls Group joined RBC in June 2017, Joe has been selected as a member of RBC’s Portfolio Focus Group as a senior portfolio manager. He is committed to designing and managing investment portfolios to help meet clients’ unique investment goals and objectives. Customized portfolios are developed for his clients based upon a thorough understanding of their financial goals, investment preferences, time horizon and risk tolerance.
Joe lives in McLean, Virginia, with his wife, Anna, and their three children. An active member of the McLean Youth Sports Community, he has volunteered as a boys’ soccer coach for the past 11 years. In 2018, he was voted Coach of the Year for the McLean Youth Soccer Boys Division. Ever since he began trading at 11 years old, Joe has been passionate about investment and financial strategy.