Joe is an Investment Portfolio Associate who has been in the Financial Service Industry for over 20 years, who holds Series 7, 63, 65, 9 & 10 licenses. Prior to working with Silverman Partners, he was an equities derivatives broker on the American and New York Stock Exchanges, where he led a team of sales traders to examine, assess and help mitigate the risk of client-known positions, while providing high-touch trade execution, primarily working with Institutional banks and hedge funds.

Joe elevates the team’s client experience by assisting in safeguarding client assets, serving as administrative and operational support to the team, and utilizing the firm’s services and solutions such as digital, online access and cash management offerings.

Originally from NY, Joe now lives in Wellington with his wife and 2 children. When not working, Joe enjoys being outdoors playing golf, fishing, and biking.