Joe is a director of Asset Management for the Northeast region and is based in the Philadelphia office. He is responsible for providing investment management solutions, including the direct management of customized equity and fixed income portfolios for Abbot Downing clients. Joe brings to his position more than 20 years of experience as a portfolio manager for high net worth clients.
Prior to Abbot Downing, Joe was a director with Wells Fargo Family Wealth. He came to Wells Fargo from Calibre where he was a senior portfolio manager since 2007. Joe was a senior portfolio manager in Bank of America’s Private Bank/US Trust and prior to that, Merrill Lynch Investment Managers, now BlackRock. Before starting his investment career, Joe served in the United States Navy as a naval aviator before retiring from the Naval Reserves at the rank of commander.
Joe holds a bachelor’s degree in accounting from Widener University. He is a holder of the right to use the Chartered Financial Analyst®, Chartered Alternative Investment Analyst, and Certified Financial Planner (CFP®) designations. Joe is a member of the CFA Society of Philadelphia and CFA Institute.