VP of Business Development
Joe is a seasoned asset management professional with more than 30 years of experience helping financial advisors grow and scale their businesses. In this role, Joe partnered with advisors across national wire houses, independent firms, and RIAs, delivering strategic insight and customized investment solutions. Joe specialized in supporting advisors with portfolio construction and implementation across all investment vehicles while also providing consultative guidance on practice management and growth strategies.
At Claro Advisors, he is an integral member of our business development group helping educate and inform advisors who are looking to improve their situation.
Joe is based in Southborough, Massachusetts, where he lives with his wife, Mimi, and their two children. A Cape Cod native, he enjoys spending time fishing, golfing, and playing hockey when he's not working with advisors.
