As a Client Relationship Specialist, Joe is responsible for providing client asset management support. He works closely with clients to process requests such as deposits, distributions, new account processes and account maintenance.
Joe earned his Bachelor of Science in Business Administration in Finance with a minor in Marketing from Youngstown State University in 2022. Joe completed an internship in both Operations and Asset Management with JFS before joining in his current role.
When he’s not at work, Joe enjoys spending time with family and friends and watching sports. He is also a keen fisherman.