With over 10 years of experience in the financial services industry, Joseph specializes in wealth management for athletes and artists—individuals whose careers often come with unique financial opportunities and challenges. He takes pride in building lasting relationships with his clients, offering tailored guidance that aligns with both their immediate needs and long-term goals.

In his current role, Joseph is responsible for all aspects of client engagement, including portfolio management, day-to-day servicing, and strategic planning. He is also actively involved in business development, identifying and onboarding new talent that can benefit from the firm’s specialized approach.

Outside of the office, Joseph is a devoted husband and father of two. A lifelong musician, he plays the drums and enjoys collecting and learning about wine.