Joe is a Principal and co-owner of CWS Financial Advisors, based in the San Francisco Bay Area. He focuses on all aspects of wealth management, with particular emphasis on portfolio construction, asset allocation, and tax efficiency. Joe takes a collaborative approach with each client, spending time with them individually and listening carefully to their goals and priorities before developing a tailored investment strategy.
Joe has over 25 years of experience in financial services. Prior to joining CWS, Joe spent 10 years working with institutional asset managers at both Macquarie Group in Boston and Banc of America Securities in San Francisco. He earned the Certified Investment Management Analyst designation in 2014 after completing his education program at University of Chicago Booth School of Business. Joe is a graduate of Cornell University, where he earned a BS in Applied Economics and Management, served as a co-captain of the football team, and was an All-Ivy wide receiver. Joe was inducted into the Cornell Athletic Hall of Fame in 2011.