Joe has 34 years of experience advising affluent families, small businesses, institutions, and endowments. He has obtained the prestigious CERTIFIED FINANCIAL PLANNER® certification. A thorough understanding of concepts concentrated within the categories of banking, estate planning services, taxation, philanthropy, and liability management are part of Joe’s practice.

Joe is currently a member of, and holds committee positions with, the boards of The Noble Maritime Collection, The Staten Island Economic Development Corporation, Richmond University Medical Center, Project Hospitality, The Staten Island Chamber of Commerce Foundation, The Richmond County Country Club, Community Board 2, and The South Shore Rotary. A graduate of Monsignor Farrell High School, he earned a B.A. in Economics from NYU prior to entering his career in wealth management.

Joe lives in Staten Island with his wife and daughter. In his spare time, he enjoys spending time with family, golf, collecting vinyl records and Beatles memorabilia, entertaining guests, volunteering, and community activism.