Joseph is a Client Associate with J.P. Morgan Wealth Management.
As a member of the TBW Group he provides operational and administrative support for high-net-worth individuals and families, institutions, and sophisticated clients. Joseph's responsibilities include onboarding procedures, preparing financial documents, executing trades, wire transfers, and distributing research. He serves as a dedicated resource for all client concerns.
Joseph graduated from Rutgers University with a B.S. in English and Philosophy. With 2 years of experience in financial services, he began his career in 2020 at J.P. Morgan as a Client Associate and has remained here since.
He holds FINRA Series 7, 63, and 66 licenses.
Joseph's lives in Manhattan, and outside of work, his hobbies include reading, writing, playing golf, and running.