- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a wealth strategist Joe concentrates his efforts in developing new investment and fiduciary relationships with high-net-worth individuals and families, corporate executives and business owners. He guides these individuals through all phases of wealth accumulation, preservation, and transition via a Goals Driven Wealth Management approach while connecting them to our team of experienced fiduciary, investment, planning, and banking professionals.
Experience
Joe is a Vice President with over 25 years' experience in wealth management. Prior to joining Northern Trust in 2016 he worked with high-net worth individuals and families as a Senior Private Banker at Fifth Third Private Bank.
Community Involvement
Joe is a member of the Aquinas College Board of Trustees. He is also a member of the Association for Corporate Growth Western Michigan and the Economic Club of Grand Rapids.
Joined Northern Trust
2016
Education
Bachelor of science degree in Business Administration from Aquinas College. MBA from Western Michigan University.
Credentials
FINRA Series 7 and 63 Securities Licenses.
Grand Rapids
Cash Services Unavailable | ATM Available*
45 Ottawa Avenue SW
Suite 500
Grand Rapids, Michigan 49503