Extensive Experience and Expertise
With over 17 years of experience, Joe has established himself as a trusted financial advisor for high-net-worth individuals. He works closely with clients to navigate complex social and economic changes, crafting customized strategies that align with their unique goals. Moreover, his commitment to excellence ensures that each client receives personalized attention and tailored solutions.

Specialized Knowledge
In addition to his broad expertise, Joe specializes in Wealth Management, Family Planning, and Retirement Planning, seamlessly integrating technology to simplify the financial planning process. Furthermore, his in-depth knowledge of corporate benefits, company stock plans, and stock options positions him as a trusted advisor to executives and business owners. By breaking down complex financial scenarios, Joe delivers clear and actionable solutions that meet the unique needs of his clients.

Proven Leadership and Recognition
Joe’s career began in 2005 with Equitable Advisors, where he demonstrated exceptional leadership by running and managing top-performing teams for multiple years. As a result of his dedication and expertise, he consistently ranked among the top 100 advisors within the firm. Subsequently, he founded Periscope Wealth Management to deliver even more innovative and personalized financial strategies.

In recognition of his accomplishments, Joe has earned national accolades. For instance, New York Magazine named him a Five-Star Wealth Manager, honoring professionals with exceptional knowledge, outstanding client service, and the highest ethical standards.

Educational Background
Joe’s strong analytical skills stem from his educational foundation. He holds an Engineering degree from Syracuse University and a Master’s in Engineering from Arizona State University. This technical background, combined with his financial expertise, drives his methodical and detail-oriented approach to financial planning.

Life Outside of Work
Outside of his professional life, Joe resides on the Upper East Side of Manhattan with his wife, Courtney, and their three children: Alexander, Stella, and Lola. He enjoys skiing, watching football, and spending quality time with his family. Additionally, during the summer months, the family often retreats to the Hamptons, creating lasting memories together.

Commitment to Excellence
In conclusion, Joe’s personal passions and community involvement reflect the same care and dedication he brings to his clients. By combining technical expertise, personalized attention, and a genuine desire to help others, Joe continues to redefine what it means to be a modern financial advisor.

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, their two children, Logan and Cameron, and their 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.

Ethan is a recent graduate from the Carroll School at Boston College where he obtained a Bachelor of Science in Management with a concentration in Finance and Leadership.  Ethan is looking to start his career in the wealth management industry, studying to become a certified financial advisor and learning from the wealth of experience that the Periscope team has to offer.

Originally from Florida, Ethan has recently moved to New York in hopes of adapting to the fast paced environment that the city has to offer.  In his free time he likes to run along the East River, golf, read, and explore the city.

John’s diverse career background brings a unique perspective to the financial planning industry. He uses his prior leadership and service driven mindset to deliver exceptional insights and solutions for planning clients in a personable, concise and friendly manner.

John holds a Bachelor’s degree from Ithaca College and a Master’s degree from Northwestern University, both in Sports Management and Administration. While playing soccer in college, his educational journey equipped him with a solid foundation in leadership, strategic planning, and effective management. Additionally, he maintains Series 63, Life and Health insurance licenses while always looking to find new ways to improve his skill set.

Outside of work, John finds joy in spending quality time with his wife and two daughters, going on adventures with them whenever they can.  He is usually looking forward to his next game of soccer, run or round of golf.

John is all about working with people who want to improve and build a depth of knowledge to have financial stability for themselves and family.  Having experienced personally how a financial plan can impact lives, he aims to give clients honesty, clarity and confidence when helping them choose their financial strategy.

“I’m deeply committed to helping you achieve financial success because I understand the
significance of each financial decision and the impact it has on your life, your family, and your
legacy.”
As a financial advisor, Alfred provides independent, comprehensive financial planning and
investment services individually tailored to his clients’ needs. Alfred has over 20 years of
experience as a Financial Consultant, with previous experience at NY Life Securities and MML
Investors LLC. Alfred offers a broad portfolio of individual insurance protection, asset
accumulation strategies, and financial products and services for families, businesses, and
institutions.
When he’s not working, Alfred can be found spending time mountain biking, playing tennis,
swimming in the ocean, playing chess or getting into mischief with his grandson. Alfred is a
Yankee and a Jet fan.

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.

Nicole’s passion for helping others goes hand in hand with her role as a Client Service Associate. She has developed a diverse skillset in the financial industry previously working as a Financial Professional with New York Life and as an Executive Assistant at Barnum Capital Management

Nicole graduated from Plymouth State University, where she earned her Bachelor of Science in Social Work and minored in Professional Sales. In her free time, she enjoys exercising, traveling, and trying local coffee shops.