Joe partners closely with clients to define their financial goals and build customized, long-term wealth management strategies aligned with growth, income, and capital preservation. With over 20 years in financial planning and investment management, he previously served as CIO of a Westport-based firm and held risk roles at Bankers Trust and KPMG. Joe earned an MBA from NYU Stern and holds CFA® and CFP® certifications. He splits his time between Connecticut and Florida and enjoys golf, tennis, hiking with his rescue dog, and visiting with his three sons.