Interested in investing and finance since his teens, Joseph took his first steps into the financial services industry after graduating with honors from New York University’s School of Business and Public Administration. His course of study included International Finance, Investment Banking, Accounting, Risk Management, Portfolio Design and Management, and Personal Financial Planning.

After 25 years at Morgan Stanley and it’s predecessors, Joseph began looking for a firm that would allow him to continue upholding the values so many others seemed to be losing sight of: honesty, integrity and a commitment to placing clients’ needs above all else. Ultimately, he and several partners would join Raymond James and establish New York Wealth Management, now known as Evolution Wealth Management Group.

Joseph’s practice focuses primarily on investment strategy design, implementation, and guidance for high-net-worth individuals, families, foundations and corporations, with capital preservation strategies as a priority. He considers himself a “financial concierge” charged with providing his clients with all-inclusive service and advice.

For more than 40 years, clients have found his pragmatic approach and somewhat cynical view of Wall Street – and the financial services industry at large – refreshing. They appreciate his sincere attention and forthright guidance.

Joseph supports and contributes to many local organizations dealing with food insecurity, dependency problems, and participates in Winter coat and clothing drives.

Joseph resides with his wife, Susan, in Massapequa Park, and he enjoys collecting and restoring classic automobiles and motorcycles.