Focus: Insurance Strategies, Investment Strategies
Joe began his career in financial services at Susquehanna International Group back in 2000. As an equities and options trader at SIG, Joe split his time between executing institutional order flow and trading proprietarily using the firm’s capital. He was a NASDAQ Market Maker, NYSE block trader and eventually settled into the firm’s internal hedge fund. After a little over a decade of trading, Joe capitalized on an opportunity to work closely with financial advisors and their clients. As a wholesaler in the distribution arm of an investment management company, Joe helped educate financial advisors and their clients about portfolio diversification and asset allocation. It took almost 5 years, but Joe realized he wanted to be on the other side of the table as a financial advisor.
Joe made the switch and joined Commonwealth Financial Group in 2016. Joe brings a strong investment background to his comprehensive financial planning practice. Through his partnership with Commonwealth Financial Group, his practice is primarily focused on helping families take the steps towards achieving financial confidence.
Joe graduated from Bloomsburg University of Pennsylvania with a major in Finance and spent time abroad at Sheffield Hallam University in the UK. He holds FINRA (www.finra.org) series 7, 63 and 65 licenses as well as his Life, Accident, Health and Sickness insurance licenses.
Joe resides in West Hartford, CT with his wife and three children. He enjoys family activities, coaching his kid’s sports teams, golfing, hiking, traveling and attending sporting events.
Check the background of this investment professional on FINRA’s BrokerCheck
801 Farmington Ave.
West Hartford, CT 06119