Joe works with individuals, families, and institutions to align their capital with their values without compromising returns. He brings the resources and expertise of the whole firm to benefit each client relationship.
Joe’s passion for investing with impact and his commitment to supporting his client’s philanthropic goals is informed by his decade of public service at the U.S. Department of Health and Human Services, the U.S. Department of State, and the Legal Aid Society of New York.
He received a BA in Political Science from the University of North Carolina at Chapel Hill and an MA in Criminal Justice from John Jay College in New York City. He is a Certified Investment Management Analyst.
Joe lives with his wife and cat in Chicago, IL where he is an active member of St. Chrysostom’s Episcopal Church in Chicago’s Gold Coast. He is an Obama Foundation USA Leader for the 2025-2026 program, and previously served as the volunteer Director of a grassroots anti-human trafficking organization in Washington, DC.
Services Include
- Wealth Management
- Institutional Services
- Sustainable Investing
- Philanthropic Management
- Donor Advised Funds
- Cash Management and Lending ProductsFootnote5
- Life Insurance
Securities Agent: NJ, CA, AK, TX, NC, NM, WA, WI, SC, OH, ID, DC, CT, NY, FL, VA, IL, DE, CO, MA, GA, UT, PR, OR, NV, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2381914
CA Insurance License #: 4218872