Joseph Midollo

Associate Wealth Advisor

Greenwich, CT

Joseph Midollo is an Associate Wealth Advisor at The Colony Group in the Greenwich, CT, and the New York, NY offices. He focuses on supporting his team by developing, implementing, and sharing financial plans for clients. He is passionate about teaching others about personal finance and helping people set and achieve their goals.

Prior to joining The Colony Group, Joe was a Client Service Associate at a wealth management firm in Westport, CT. There, he supported wealth advisors by creating financial plans, analyzing insurance needs, and performing day-to-day operations. Additionally, while attending Marist College for his bachelor’s in finance and minor in data analytics, he was a general life insurance agent in White Plains, NY, and a Private Equity intern. These experiences taught him that he wanted to be client-facing and solve complex financial situations.

Outside of the office, Joe enjoys spending time outdoors. From paintballing to swimming at the beach, he loves spending quality time with friends and family. He is also a foodie and likes to explore new restaurants in Westchester County, NY, and Fairfield County, CT.