As Client Relationship Specialist, Joe works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. He also works with multiple custodians to process client requests, such as deposits, distributions, new account processes or account maintenance.
Joe graduated from Temple University (PA), receiving a Bachelor’s Degree in Business Administration with a focus in Financial Planning. He is currently working towards obtaining a Series 65 license and a CERTIFIED FINANCIAL PLANNERTM certification, pursuing his interest in holistic financial planning.
Joe currently resides in Ambler, PA. When he’s not at work, he enjoys spending time with friends and family, attending sporting events and concerts, and playing recreational sports.