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.

Andrew Koris’ journey in the world of finance was shaped by a profound family experience, instilling in him the resilience and determination that would eventually guide his path as a financial advisor. After his father suffered a debilitating stroke during Andrew’s high school years, he assumed the immense responsibility of not only managing his own finances but also overseeing his family’s financial well-being.  This challenge was amplified by the intricacies of his family’s financial landscape, given his father’s prominent career as a hand surgeon in the Boston, Massachusetts medical community.

Andrew pursued an economics major at Trinity College and moved to New York City after graduation to work at Morgan Stanley, joining the renowned Excelsior Wealth Management team, which he had previously interned with during college. Despite having moved away, Andrew was able to successfully manage his family’s finances remotely, a feat he achieved through the adept use of technology and unwavering dedication.

The initial years of his career were dedicated to mastering the theory and technology of financial planning, an invaluable foundation for aspiring young advisors. During his time with Morgan Stanley, Andrew had the privilege of interacting with hundreds of UHNW (Ultra High Net Worth) families across the country, each with unique financial circumstances. He was particularly drawn to Morgan Stanley’s commitment to maintaining their practice through specific processes and principles.

Andrew identified opportunities for improvement through better organization and the integration of current technology. He adopted these organizational principles, which he considers as lifelong guidelines for living a more organized life. This organizational approach is reflected in his client process, wherein he prioritizes understanding each client’s individual and familial circumstances to create a long-term financial plan that informs his advice and the nature of the client advisor relationship. Regular quarterly calls serve as a critical means of maintaining open communication and ensuring alignment with the long-term financial plan.

As he progressed in his career, Andrew honed his expertise in alternative investments, which he views as essential components of many portfolios, particularly in a world where traditional asset management faces unique challenges. These alternative investments include merger arbitrage, distressed credit, hedged equity, and private equity.

Following his tenure at Morgan Stanley, Andrew was recruited to Oppenheimer, where he focused on enhancing efficiency and implementing long-term processes, ultimately leading to substantial growth in assets under management (AUM), from approximately $200 million to over $2 billion. Andrew’s clientele spans the country and predominantly consists of technology executives, entrepreneurs, lawyers, doctors, and business owners. One of his greatest joys as an advisor is delving into the unique journeys of each client and harnessing that knowledge to assist others facing similar situations. He values deep and personal relationships with his clients, making an effort to meet them in person, whether near or far.

At Periscope, Andrew’s primary responsibility is to contribute to the practice’s growth. He also takes charge of implementing tested processes and procedures to enhance business efficiency. Furthermore, he eagerly embraces new technological advancements to facilitate business operations.

Andrew’s unwavering dedication to his clients is a cornerstone of his practice. He provides each client with his direct line and encourages them to reach out for any needs or concerns, regardless of their significance. For him, the client-advisor relationship is a pivotal aspect of his career that he cherishes, and he is committed to delivering a tailored experience, eschewing the one-size-fits-all approach that has become increasingly common in the industry. Andrew is determined to create individualized relationships that empower clients to lead easier and more prosperous lives.

Andrew currently lives in the West Village of New York City with his fiancée, Shayla, and their puppy, Poppy. He’s remained dedicated to his alma mater and is the president of Trinity College’s alumni network in New York City.

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.