Joe is a Principal and co-owner of CWS Financial Advisors. Joe focuses on all aspects of wealth management for clients, with an emphasis on portfolio construction, asset allocation and manager analysis. He believes in a collaborative approach with each and every client, taking the time to gather relevant information and listening to specific goals laid out by clients before tailoring an investment plan that is unique to them.
Before joining CWS, Joe spent 10 years working with institutional asset managers while at Macquarie Group (Boston, MA) and Banc of America Securities (San Francisco, CA). Joe earned his Certified Investment Management Analyst (CIMA) designation in 2014, fulfilling his education requirement through the University of Chicago Booth School of Business. Joe is a graduate of Cornell University and holds a BS in Applied Economics and Management. At Cornell, Joe was a three time All-Ivy wide receiver and served as a co-captain of the football team.