Prior to LPL Financial, I joined Merrill and built a wealth management practice. This accomplishment was complemented by a successful career in international equities, having traveled worldwide to seek investment opportunities with major investment firms. Additionally, I been able to build a social media company focused on life-long learning.

My unique experience allows me to be the advisor of choice for the following types of families:

– Investment professionals in their personal matters regarding wealth accumulation, preservation and generational transfer.

– Executives and key employees that face the complexities and challenges of concentrated stock positions, options and restricted units. I also simplify deferred compensation and asset management using tax minimization strategies.

– Affluent families needing access to family office solutions including multi-generational wealth, philanthropic and estate planning strategies.

What differentiates me from other advisors:

– Career Experience: Having spent over 20 years in 43 countries, including developed, emerging and frontier markets, I have gained experience investing globally in all investment cycles and levels of risk allocation.

– Exceptional Client Service: My client relationships come first. I’m focused on serving high net worth families’ complex needs through communication and accessibility based on your lifestyle. Breadth and integration of services through professional coordination with CPAs, estate attorneys and accountants.

– Accessible: Clients often ask about their options where I enjoy serving as a sounding board for decisions, large and small.

I live in Forest Hills, NY with my family. I welcome the opportunity to discuss how I may be able to help you plan and reach your wealth management goals.

 

 

CONTACT JOE

 

 

Prior to LPL Financial, I joined Merrill and built a wealth management practice. This accomplishment was complemented by a successful career in international equities, having traveled worldwide to seek investment opportunities with major investment firms. Additionally, I been able to build a social media company focused on life-long learning.

My unique experience allows me to be the advisor of choice for the following types of families:

– Investment professionals in their personal matters regarding wealth accumulation, preservation and generational transfer.

– Executives and key employees that face the complexities and challenges of concentrated stock positions, options and restricted units. I also simplify deferred compensation and asset management using tax minimization strategies.

– Affluent families needing access to family office solutions including multi-generational wealth, philanthropic and estate planning strategies.

What differentiates me from other advisors:

– Career Experience: Having spent over 20 years in 43 countries, including developed, emerging and frontier markets, I have gained experience investing globally in all investment cycles and levels of risk allocation.

– Exceptional Client Service: My client relationships come first. I’m focused on serving high net worth families’ complex needs through communication and accessibility based on your lifestyle. Breadth and integration of services through professional coordination with CPAs, estate attorneys and accountants.

– Accessible: Clients often ask about their options where I enjoy serving as a sounding board for decisions, large and small.

I live in Forest Hills, NY with my family. I welcome the opportunity to discuss how I may be able to help you plan and reach your wealth management goals.

 

 

CONTACT JOE

 

 

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.