Joined
GW&K 2023
Industry
Experience 14 Years
Joe is a wealth advisor in GW&K’s private wealth services group. He is responsible for building long-term relationships with new clients directly or through their financial advisors. He helps construct portfolios to meet specific investment objectives and provides ongoing service to help clients achieve their goals.
Prior to joining GW&K, Joe spent ten years at Insight Investment (formerly Standish Mellon) working on both the investment team and in relationship management. Most recently as a Credit Analyst, Joe was responsible for global research coverage on a broad range of industrial sectors across investment grade and high yield fixed income. Previously, Joe sat on the firm’s trading desk as a Portfolio Analyst working with dedicated credit and multi-sector mandates. Joe began his career at BNY Mellon Wealth Management where he helped manage relationships for high-net-worth clients.
Joe earned his BS in Finance from Boston College’s Carroll School of Management. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
Developing deep personal connections with clients is the most rewarding part of my role. To me, a successful relationship goes beyond providing access to world class investment strategies or implementing the optimal asset allocation. As a team, we give a great amount of attention to creating an environment of trust and respect. We emphasize collaboration with our clients, truly getting to know them, identifying their goals, and helping them navigate through the different stages of their lives.