Principal, Senior Consultant,
The Wealth Office®, CFA, CFP®
Joe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2012, Joe was an Investment Associate at UBS Financial Services providing comprehensive financial planning services to high net worth individuals. Joe earned a BA in Economics from the University of Michigan. He is a CFA® charterholder and member of the CFA Society of Chicago and a Certified Financial Planner (CFP®) through the College of Financial Planning. In his free time, Joe enjoys cooking with his wife and spending quality time with his three children.