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.