Joseph began his career in 2010 in a wealth management capacity 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 team grow assets under management, Joseph chose to pursue building a practice of his own.
He then secured a position as a private client investment advisor. He thrived during his three-year tenure at the new institution, receiving accolades that rivaled top advisors at the firm.
After nearly a decade in the bank system, Joseph took a step back to look at where the financial services industry was headed. He ultimately set out to find a company with an open architecture investment advisory platform and a team of partners who could help take his business to the next level.
When he discovered Fortis Lux Financial in 2020 and found financial planning to be at the nucleus of the firm’s culture, he knew he’d found a home.Joseph looks forward to continuing his practice down the path of estate and legacy planning, working with business owners, pre-retirees, retirees, and professionals alike.
Joseph graduated with a major in finance and a minor in economics from Quinnipiac University, where he was also a starting pitcher for theirDivision I baseball team. Joseph’s hobbies include golfing and rooting on his favorite NY sports teams (Mets, Jets, and Knicks). He also enjoys spending his free time with family and friends at his summer home in the Poconos.
Joseph resides in Smithtown, NY with his lovely wife Rachel.They have one daughter and a mini golden doodle named Reese. Joseph is licensed with a Series 7, Series 66, and life and health insurance licenses.
CA Insurance License # 4186422, domiciled in NY