Joseph is a member of the Investment Team and is based in the firm’s New York City office. As an associate, his daily work focuses on trading and portfolio management.
Before joining the team, Joseph worked as a client services associate and junior trader at Livian & Co. in New York City. He earned a bachelor’s degree in finance from Arizona State University and is currently a CFA® candidate.
Joseph lives in Jersey City, NJ with his girlfriend and miniature dachshund, and enjoys weightlifting and cooking when not at work.
Previous Experience
- Client Services Associate & Junior Trader at Livian & Co.
- Management Consulting Intern at Point B
- Wealth Management Intern at The M Group and Associates
Education & Credentials
- BS, Arizona State University, Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
