Joe joined Wealth Advocate Group in 2018 and holds the position of Associate Portfolio Manager, providing portfolio management to the firm. Prior to joining Wealth Advocate Group he had experience working in equity research and investment management on behalf of both institutional and personal clients.
Joe graduated from The Pennsylvania State University in 2016 with a Bachelor of Science degree in Finance from the Smeal College of Business. Joe is also a CFA Charterholder, as well as a CFP® professional. Additionally, Joe holds the Series 7 license with LPL Financial.
When away from the office, Joe enjoys spending time with friends and family in his hometown of Pittsburgh.
