Joe is a Managing Partner at Seven Bridges Wealth Advisors, focusing on revenue-generating verticals across the firm as well as continuing to build a service offering that delivers exceptional value to their clients. As a financial advisor, he is committed to helping clients achieve their personal financial goals. Before joining Seven Bridges Wealth Advisors, he spent 12 years in Manhattan NY at Lenox Advisors, working with a diverse range of clients, including Wall Street executives, portfolio managers, bankers, traders, business owners, and C-suite leaders. During his tenure there, Joe collaborated closely with attorneys and accountants to design sophisticated insurance solutions tailored for high-net-worth clients, aligning advanced planning strategies with complex estate planning needs.
Over the years, Joe's passion and relationship with his clients evolved into a more holistic, fiduciary-focused advisory practice; focusing on the seven areas of financial planning. In addition, he provides comprehensive solutions including, portfolio management, asset allocation, and tax optimization all centered on achieving long-term client outcomes. One of the reasons Joe joined Seven Bridges Wealth Advisors was to expand his capacity to deliver objective, best-in-class financial advice within a truly client-first framework allowing independence free of any "proprietary products".
Outside of work, Joe is a girl dad to his two daughters, Adriana and Mila, and lives in Westchester County with his wife, Stephanie. The family enjoys spending time at their vacation home in their favorite place, the Berkshire Mountains. Joe loves getting outdoors, whether by going fly fishing or camping and hiking. He also coaches youth lacrosse in his town and enjoys mentoring the next generation.