A Founding Partner and the COO of Pine Valley Investments, Joe manages strategic partnerships and institutional relationships. Joe also oversees client relationships to ensure a personalized investment experience. Joe and his team consistently deliver the high-level of service expected at a boutique firm while not sacrificing on institutional advantages. In 2004, Joe joined Merrill Lynch and became an Analyst and Partner with a top-producing private wealth team at the Flagship 5th Avenue office in New York, NY. In 2009, Joe transitioned from Merrill Lynch to become a Portfolio Manager with Philadelphia Investment Partners (PIP). At PIP, Joe served clients looking to accumulate and safegua