Joe joined Investmark in 2004 and has more than 16 years of experience in the investment business. He specializes in providing comprehensive wealth management services to clients and is an Accredited Investment Fiduciary® (AIF®) for retirement plans. Prior to Investmark, Joe was affiliated with the HSBC Group—one of the world’s largest financial services companies—where he held various senior positions in investment management, corporate finance, and credit risk, and also managed private equity portfolios for institutional investors. As seen in Connecticut Magazine, Joe has also been selected as a Five Star Wealth Manager* 11 times, most recently for 2022. Joe's broad professional expertise