Joe joined Global Advisor Group as an Investment Strategist in 2022, primarily responsible for overseeing investment selection and portfolio implementation. As a contrarian thinker, Joe leverages his investment knowledge and analytical strengths to build portfolios optimized to best position our clients to achieve their long-term financial goals.

Joe has over fifteen years of experience in wealth management. Prior to joining Global Advisor Group in 2022, Joe spent seven years as a Portfolio Manager in the Investment Management and Trust Division of Israel Discount Bank of New York, helping build and enhance the investment platform for a department that managed more than $800M of assets for both HNW and institutional clientele.

Joe is a third-generation Italian-American born in Brooklyn, New York and raised in northern Virginia. When he’s not reading about the markets or behavioral economics, Joe enjoys rooting for his home town New York Yankees, Giants, and Rangers, and spending time with his family residing in Manassas, Virginia.

Joe is a Certified Investment Management Analyst® and earned a B.S. degree in Finance and Management from George Mason University. Joe holds the following registration through LPL Financial: SIE, Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial).

“The four most dangerous words in investing are ‘This time it’s different.’”

— Sir John Templeton