About Joseph
Joe is responsible for investment management and client service. He provides customized investment management and advisory solutions for high-net-worth individuals, families, and organizations as part of an overall personal wealth management strategy. Has also held a financial services role for BMO Harris Bank's Wealth Management division.
Joe lives in Wilmette, Illinois, with his wife and two children. He enjoys playing basketball and spending summers with his family in Lake Geneva, Wisconsin.
Education and Professional Milestones
-DePaul University, Chicago – bachelor’s degree in finance
-DePaul University’s Kellstadt Graduate School of Business – MBA in finance
Joe is responsible for investment management and client service. He provides customized investment management and advisory solutions for high-net-worth individuals, families, and organizations as part of an overall personal wealth management strategy. Has also held a financial services role for BMO Harris Bank's Wealth Management division.
Joe lives in Wilmette, Illinois, with his wife and two children. He enjoys playing basketball and spending summers with his family in Lake Geneva, Wisconsin.
Education and Professional Milestones
-DePaul University, Chicago – bachelor’s degree in finance
-DePaul University’s Kellstadt Graduate School of Business – MBA in finance