Joe has been providing clients with advice for over 25 years. In addition to guiding a team of professionals who provide comprehensive wealth management services, Joe serves as chief investment officer for the Zappia team and oversees equity research, investment manager selection, and portfolio construction. He has authored numerous articles and shares his thoughts through conference calls and written commentaries. Joe has worked with and sought to provide thoughtful insight to affluent families, non-profit organizations, and private institutions alike for over two decades.
Joe is a former member of the Wells Fargo Advisors Chairman’s Council. Joe earned his Certified Investment Management Analyst designation from the Wharton School of Business. This designation reinforced his understanding of the capital markets, portfolio construction, and effective asset allocation.
He is a graduate of Le Moyne College, with a major in finance.
Joe is an exercise enthusiast and devoted golfer. He enjoys writing, cooking, and downhill skiing. Joe is actively involved in coaching youth sports. He resides in Fairport with his family.