Joe started in the financial industry in 2002 and has diverse experience including time at a national investment firm and in the Private Client Group at one of the largest banks in the country. These experiences have shaped his beliefs regarding client service and investment philosophy. A Rochester native, Joe attended McQuaid Jesuit High School and graduated from Washington and Jefferson College in 2002 with a Bachelor's Degree in Business Administration. While at W&J he was a four year letterman and 2 year captain of their nationally ranked football team. He has completed graduate studies through Boston University's Center of Financial Planning and continually studies the financial markets