Joe’s primary role is to deliver customized investment solutions and comprehensive financial planning tailored to each client’s unique goals. He and his team are committed to the highest standards of client service, focusing on responsible, tax-efficient wealth management and long-term financial success. Joe believes that transparency and trust are the cornerstones of a successful advisory relationship. As financial markets and clients’ lives evolve, he provides ongoing education and strategic advice to ensure clients remain confident and in control of their financial future.
As part of Alex Brown, the oldest investment bank in the United States (established in 1800), Joe leverages access to industry-leading tools and resources, including:
- Lending and Hedging Strategies
- Specialized Private Investment Opportunities
- Business Retirement Plans
- Open Architecture Investment Platform
- Full-Service Investment Banking
Prior to joining the firm, Joe's experience in the wealth management industry includes working at Goldman Sachs in Atlanta, GA, and JP Morgan Private Bank and Citi Private Bank in Philadelphia, PA. He was responsible for advising affluent clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement and longevity planning, specialized private investments, cash flow planning, trust & estate guidance, and general income tax issues.
Joe is a lifelong learner of the industry and his education includes a Bachelor of Business Administration with a dual major in Finance and Real Estate from Temple University. He graduated magna cum laude when he earned his Master's in Business Administration (M.B.A.) from the Fox School of Business at Temple University. He completed Wharton's University of Pennsylvania's Executive Education Client Psychology program, Neuroscience of Business curriculum, and Advanced Financial Strategies for Family Offices. Joe holds the Series 7 and 66 licenses and is a designated Accredited Asset Management Specialist (AAMS) professional.
Joe is an active member in the Jewish Federation of Philadelphia, and the Philadelphia Estate Planning Council. He is also on the board of the non-profit Giveadelphia and the non-profit Diversity in Blockchain.
He is a native of Philadelphia, PA and he lives with his wife and two children in the Philly suburbs.
Raymond James is not affiliated with the above organizations and/or charitable causes.