Joe is a Principal and Co-Chief Investment Officer of LVW Advisors, overseeing global investment management. In addition to guiding LVW’s 20-person team of professionals who provide comprehensive wealth management services, Joe oversees equity research, investment manager selection, and portfolio construction.
Joe is a thoughtful writer and frequently shares his views by writing, blogging and podcasting. Joe has recently been quoted in the Wall Street Journal, Barron’s, The Financial Times and Institutional Investor.
Before becoming a Principal at LVW, Joe served as Managing Director – Investments for Wells Fargo Advisors and its predecessor firms. He 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 designation from the Wharton School of Business at University of Pennsylvania.
Joe is passionate about physical and mental fitness, and a devoted golfer. He enjoys writing, cooking, and listening to great music. He resides in Upstate NY with his family.