Joe has nearly 28 years of experience in wealth management. As a Managing Director at Miracle Mile Advisors, he is devoted to providing clients with advice and guidance across all aspects of their financial life. Joe specializes in sound, unbiased portfolio management, investment real estate, and financial planning. As an experienced investment property owner himself, he is in a unique position to offer first-hand expertise to seasoned and first-time investors as well as homeowners buying or selling their personal residences.
Prior to joining Miracle Mile Advisors, Joe was a founder and Principal of Aequitas Wealth Management, an independent financial advisory firm for 15 years. Previously, he was a Vice President at Citigroup Private Bank in Geneva, Switzerland; and at Fidelity Investments, Joe advised high net worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.
A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California’s Marshall School of Business. He holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations. He is an active member of METal International (Media, Entertainment and Technology and Leaders).
There is more than
meets the eye.
- Likes to burn 1000 calories by 8 am every day
- Rides his bike to work every day and puts four times as many miles on his bicycle every year than he does his car
- Tries to live his life to never need to call a lawyer or a doctor