Meet Our Team
Joe brings to Locust Walk an extensive background in the financial services industry. Prior to joining LWP, Joe was a financial consultant at Wells Fargo Advisors. While at Wells Fargo, he contributed to the investment decisions and performance of a wide range of clients, including high net worth individuals, endowments, and companies. Furthermore, Joe gained significant experience in capital markets and investment vehicle analysis.
Prior to Wells Fargo, Joe held an internship position at Thomson Reuters, on the International Financial Review Markets team. While at Thomson Reuters, he conducted primary market research across a wide array of currency and credit markets and contributed to the daily analysis publications.
Joe holds a BS in Finance from Wake Forest University. He is a FINRA registered rep, holding both his Series 7 and 66 licenses.
Outside of Locust Walk, Joe is an avid Boston sports fan and outdoor enthusiast, enjoying snow and water activities of all kinds.