Joined Northern Trust
- Bachelor of science degree in Business Administration from Aquinas College
- MBA from Western Michigan University
- FINRA Series 7 and 63 Securities Licenses
As a wealth strategist Joe concentrates his efforts in developing new investment and fiduciary relationships with high-net-worth individuals and families, corporate executives and business owners. He guides these individuals through all phases of wealth accumulation, preservation, and transition via a Goals Driven Wealth Management approach while connecting them to our team of experienced fiduciary, investment, planning, and banking professionals.
Joe is a Vice President with over 22 years' experience in wealth management. Prior to joining Northern Trust in 2016 he worked with high-net worth individuals and families as a Senior Private Banker at Fifth Third Private Bank.
Joe is a member of the Aquinas College Board of Trustees. He is also a member of the Association for Corporate Growth Western Michigan and the Economic Club of Grand Rapids.