Joe is a Portfolio Associate at The Colony Group. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.
Prior to joining The Colony Group, Joe worked as a Client Service Supervisor within the ETF client services group at Brown Brothers Harriman. He earned a Bachelor of Science in Management with a concentration in Economics from Boston College.
When not in the office, he enjoys playing hockey, golfing, traveling, and spending time with family and friends.