Joe is a Client Service Associate at Fiduciary Investment Advisors, LLC (FIA). He provides a range of high level customer services to clients, as well as administrative and operational support to consultants. He has worked in the financial services industry for 17 years. Prior to joining FIA, Joe was a Portfolio Administrator with Wright Investors’ Service. In that role he was responsible for the daily management and administration of bank trust and private client accounts. Joe started his career with Wright Investors’ Service as a Client Service Associate providing administrative and marketing support to account executives serving the institutional and private client markets.
- Quinnipiac University
Spending time with my wife and daughter, vacationing in Maine, baseball, spending time outdoors