Joe is a thoughtful writer who frequently shares his views by writing, blogging and podcasting, and has been quoted in Barron’s, Institutional Investor, The Financial Times and The Wall Street Journal.
Before joining LVW Advisors, Joe served as Managing Director – Investments for Wells Fargo Advisors and its predecessor firms. He first began serving clients at A.G Edwards in 1987, after receiving his B.S. from Le Moyne College in Syracuse, NY. Joe earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School of Business at the University of Pennsylvania.
Joe is passionate about physical and mental fitness, and is a devoted golfer. He enjoys writing, cooking and music. He resides in Upstate New York with his family.