Joe has dedicated the past 15 years working closely with clients as the social, technological, and macro-economic environments continue to evolve.  Joe focuses on Wealth Management, Family Planning, Retirement Planning and implementing technological innovations into the planning process.

Prior to forming Periscope Wealth Management, Joe started his career in 2005 with Equitable Advisors.  Since then, he has been nationally ranked several times as one of the industry’s top advisors.  Including being recognized in New York Magazine, as a five star wealth manager, attained only by those who have demonstrated exceptional professional knowledge, client service, and ethical conduct.

Joe is a graduate of Syracuse University with a degree in Engineering, and has a Master’s of Science degree with a focus in engineering from Arizona State University.  Joe lives with his wife Courtney and three children; Alexander, Stella and Lola in Manhattan.

Daniel has taken his education in the arena of finance and transformed it into a comprehensive study of every facet of the field. Daniel is a graduate of Hobart and Williams Smith Colleges with a degree in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional, which is recognized as the highest standard of education in the industry. He also maintains FINRA Series 7, 63, 65 registrations, Life, and Health Insurance licenses. Daniel has received a certificate in Retirement Planning from The Wharton School of Business, the University of Pennsylvania.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial ongoing certification requirements.)

Mat has spent his career helping individuals and families navigate the ever-changing financial landscape. Mat focuses on Wealth Management, Financial Planning, Retirement Planning, and takes great pride in client service.

Mat is a graduate of SUNY Geneseo with a degree in Economics and Mathematics. Outside of the office, Mat enjoys traveling, spending time with his family, and is an avid follower of Premier League Soccer. Mat currently resides in Ridgewood, NJ with his wife Jessi, son Logan, and dog Brody.

Alexandra Scanlan is a seasoned Registered Client Service Associate with 12 years of experience. Before joining the Periscope Wealth Management team, Ali spent seven years at Ameriprise Financial Services LLC, where she obtained Life and Health Insurance licenses. Ali began her career at Oppenheimer & Co. Inc, where she received her Series 7 and 63 licenses.

Ali is a graduate of Bryant University with a major in Finance and a minor in Legal Studies. A Massachusetts native, she recently relocated to Florida and enjoys spending her free time exploring Florida with her family.

Ken began his career in financial planning in 1997, focusing on the LGBT market.  As a Certified Financial Planner, he focuses on wealth management, retirement planning, and estate planning.  Prior to Periscope Wealth Management, Ken worked for 22 years at Merrill Lynch followed by 3 years at Ameriprise Financial.  Ken is a graduate of Western MD College (now McDaniel College) where he double majored in Economics and French.  He also has a Master of International Management from the American School of International Management (now a part of ASU) where he concentrated in finance and Japanese.  During grad school, Ken won a scholarship to complete one semester in Japan.  Prior to AGSIM, Ken devoted two years to the Peace Corps in Togo, west Africa.  Ken has twin daughters, Keira and Alexandra, who currently attend high school in Brookline, MA.  Ken resides in Providence, RI with Gabby and Phin (his beagle and German Short-Haired Pointer).  Ken’s hobbies include woodworking and gardening.