Joe has recently joined the firm after graduating from Princeton University with a degree in politics.
Joe brings specialized math and analytical skills to RLPW in addition to his broad-minded geopolitical and global economic views. Joe spends his days researching the market implications of government fiscal and monetary policy decisions and translates this to the personalized financial goals of the firm's clients.
Joe was also an elite Division I Track and Field athlete, bringing the same discipline, focus, work ethic, and competitive drive that fueled his athletic career to his role at RLPW.
Joe has extensive experience in modeling out investment outcomes across different periods of economic history, which brings clients a probabilistic view of their investment choices. Many clients have found this a refreshing view in solving for their retirement futures in a modern, complex, and volatile market structure.
Joe is a registered investment broker at Cetera Advisors LLC.