Joe grew up in a large family on Long Island, New York, and is passionate about promoting the family office style at Lido.
Joined Lido: 2022
Homebase: New York
Professional Focus: Joe emphasizes the importance of holistic investment, retirement, estate, insurance, tax, and education planning.
Professional Designations: CERTIFIED FINANCIAL PLANNER ™
Education: B.S., Mathematics Teacher Education, State University of New York, Westbury
Previous Work Highlights: Joe has experience providing high-net-worth individuals and families with financial planning, investment management and an exceptional client experience at UBS, RNR Securities, and JPMorgan Private Client.
Personal Facts: Joe is a huge fan of the Mets and Jets and enjoys spending time in his vegetable garden.
