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

Joseph 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. Joseph has achieved membership in Million Dollar Round Table’s Court of the Table which is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service, and ethical conduct.

Joseph 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. Joseph lives with his wife Courtney and two children Alexander and Stella 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.)

Mathew Rough began his career as a financial consultant in 2014 with Equitable Advisors. He has focused his business on helping individuals and families with wealth management, financial planning, and retirement planning strategies. Mat takes great pride in client service and has begun to work with other financial professionals in creating and building their client service processes.

Mat is a graduate of SUNY Geneseo with a degree in Economics and Mathematics. Outside of the office Mat enjoys hiking, traveling, and is an avid follower of Premier League Soccer. Mat currently lives with his wife Jessica in Stamford, CT.

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.

Kenneth Schaefer began his career as a financial consultant in 2014 with Equitable Advisors. He has focused his business on helping individuals and families with wealth management, financial planning, and retirement planning strategies. Mat takes great pride in client service and has begun to work with other financial professionals in creating and building their client service processes.