Joseph possesses over 19 years experience in the financial services industry. Joseph has worked in various capacities within Lehman Brothers, Morgan Stanley, Seligman Advisors, and Fifth Third Asset Management.
Prior to joining LPL as a Financial Advisor he managed and trained teams of Research Analysts who were responsible for the portfolio construction of Institutional, Pension, and Private Client accounts. Joe also was responsible for the distribution of managed account products and has trained Financial Advisors in the implementation of customized asset allocation strategies for their clients.
Joe’s focus is upon developing family financial plans, investment plans, investment policy statements, and constructing asset allocation strategies for Institutions, Pensions, Endowments and Foundations, and individual clients throughout the United States. Joe possesses his Bachelors Degree in Business Administration and holds his series 7, 63 with LPL Financial and series 65 with Private Advisor Group, as well as Insurance licenses.