After graduating from SUNY Brockport in the early 1990’s. Joe immediately took a job working on Wall St. Before joining KM Capital Group, his 27-year career has taken him from BNY Mellon to JP Morgan Chase, and most recently HSBC where he directed over 250 million dollars of client assets. Joe holds several securities licenses and continues to use his experience and expertise to help clients identify efficient ways to achieve their lifelong financial goals. Always taking into account all the unique circumstances of each individual. He has lived in Westchester for over twenty years with his wife and three daughters. Often, found cycling on the South County Trail as well as camping and canoeing in various parts of the state. He and his wife continue to volunteer with the Girl and Boy Scouts of America. A history of service to others that is fast approaching 40 years.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC