After a successful career at JP Morgan, Joe joined our team in March of 2021. His diverse background from JP Morgan in Trading, Financial Reporting, and Accounting has had an immediate positive impact on our firm, enabling us to be more efficient and reallocate that time to improve the client experience and services of the firm.
During his time at JP Morgan he led initiatives in location strategy and process improvement. This led to the reduction of wasted resources and ability for JP Morgan to release quarterly earnings reports two days earlier than before. Following his transition to Securitized Products Sales, Joe covered the largest clients of the firm including PIMCO, TIAA, Hedge Funds, and the Money Center Banks.
Joe resides on Long Island, having attended St. Anthony’s in South Huntington and then Penn State University. In his free time, he enjoys cooking for his family and friends, playing golf, skiing, and traveling.