Meet the Team
Director, Client Reporting, SWS
Client Service Associate, RJFS
Joe is the Director of Client Reporting. He analyzes portfolios as needed for client presentations. He created a process to optimize the preparation and presentations of client performance reviews as well as updates outside assets, asset allocation, and client financial inventory. He also provides training for Client Access, Client Aggregation, and Client Vault.
Background and Experience
Joe is a Senior at HPU and is starting his career in the Wealth Management Industry. He previously interned at AXA Advisors in New York City, assisting with Client Reporting and Prospect profiles. During the summers, he is the Supervisors for Voglino Landscaping, a family-owned and operated business.
Away From The Office
Joe was born and raised along the Jersey Shore. In his free time, he loves to surf, has a passion for powerlifting, and discovering great food. He has two brothers, one older and one younger, who also attends HPU.
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