Joe began his career as an Executive Counselor at Goldman Sachs, where he built strong relationships and gained valuable insights into financial markets. Joe has also served as an award-winning professor of economics, educating his students on financial decision-making and chairing the college’s Investment Club.
His expertise spans asset management, including stocks, bonds, real estate, closely held companies, and agriculture. For Joe, investments are about more than capital returns; they are opportunities to build relationships and support sustainable growth.
He recently relocated from Upstate New York to the foothills of the Blue Ridge Mountains with his wife, Alicia, and their children and grandchildren.