Joseph began his career in 2010 at Citigroup Global Markets, Inc. in a wealth management capacity here in Manhattan. He was on a team with four senior partners focused solely on working with businesses and affluent individuals. After six years of helping the group grow assets under management to $600million, he chose to pursue building his own practice.
He secured a position as a Private Client Investment Advisor for JPMorgan Securities, LLC. Over a three year period, he brought in over $32million and finished out 2017 in the top five of the Midtown East region for first time investors.
After nearly a decade in the bank system, Joseph took a step back to look at where the financial services industry was headed, and ultimately decided he needed to find a company with an open architecture investment advisory platform in order to take his business to the next level.
When he discovered Fortis Lux, and found financial planning to be the nucleus of the firm’s culture, he knew he had found a home. He looks forward to continue his practice down the path of estate and legacy planning, working with business owners and professionals alike.
Joseph graduated with a major in Finance and a minor in Economics from Quinnipiac University, where he also was a starting pitcher for their Division I baseball team. Joseph’s hobbies include golfing and playing basketball. He enjoys spending his free time with family and friends at his summer home in the Poconos. Joseph is married to his lovely wife Rachel, and they expect to start a family of their own in the very near future.
Joseph is fully licensed with a Series 7 and Series 66, as well holding his life and health insurance designations.