Joe joined Wealth Advocate Group, LLC in the role of Investment Research Specialist / Client Relationship Specialist. Prior to joining Wealth Advocate Group, LLC he had experience working in equity research and investment management on behalf of both institutional and personal clients.
Joe graduated from The Pennsylvania State University in 2016 with a Bachelor of Science degree in Finance from the Smeal College of Business. Joe is also a CFA Charterholder. Additionally, Joe holds the Series 7 license.
When away from the office, Joe enjoys spending time with friends and family in his hometown of Pittsburgh.