Joe joined the JFS team in 2023 as an Associate Wealth Advisor based out of the downtown Pittsburgh office. Joe helps to develop and deliver tailored financial solutions for clients. His role involves coordinating financial planning, investments, tax strategies, insurance needs, and estate planning. Joe is driven to help clients feel more in control of their financial situation so they can pursue their passions and spend more time with loved ones.
Joe has over six years of experience in financial services. Before joining JFS, he worked for a large investment management firm, gaining experience in investment research, asset allocation, and portfolio management. He also spent time in the corporate banking industry, where he developed a keen understanding of the ins and outs of the capital markets.
Joe graduated from the University of Pittsburgh, earning a Bachelor’s degree in Accounting and Finance. He also earned a Certificate in Financial Planning from Boston University. Joe is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Public Accountant (CPA) in the state of Pennsylvania. He is member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA).
Outside of the office, Joe enjoys spending quality time with his fiancée and their golden retriever. He may also be found on the golf course, snow skiing, or fly fishing. Joe resides in the Shadyside neighborhood of Pittsburgh and is an avid supporter of Pittsburgh’s sports teams.
