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Joe performs the research and due diligence on investments for the Blisk Financial Group. He is primarily responsible for building comprehensive investment portfolios for our clients and working with the Wealth Managers as those portfolios evolve over time. Staying in tune with domestic and global economic tides, knowing the vast landscape of investment products, leveraging innovative technology, being current on tax changes, and applying knowledge from an ocean of institutional-level research are all key to Joe’s role as a steward of your wealth. Joe’s client service focus is finding solutions, providing resources, and enhancing education on investments with the goal of making your wealth planning experience as personally fulfilling as possible.

Joe has been with the Blisk Financial Group since 2004 performing investment research, portfolio construction, trading, account administration, tax support, software integration, and client education. Joe is a graduate of Johns Hopkins University with a BS in Mathematical Science and a BA in Economics where he was also on the Blue Jays Men’s Soccer team.

Joe enjoys soccer, football, golf, volleyball, biking, wakeboarding, boating, horseshoes, bocce, skiing, traveling, floating on a lake & sitting on the beach… with his lovely wife. Among his favorite adages: "It’s remarkable how much long-term advantage people… have gotten by trying to be consistently not stupid, instead of trying to be very intelligent." ~ Charlie Munger

Education, Affiliations, & Licenses:

  • Certified Investment Management Analyst ® Professional
  • Series 7: "General Securities License"
  • Series 65: “Uniform Investment Adviser Law”