As our Portfolio Manager and Director of Investment Research and Trading with over 20 years of investment experience, Joe is responsible for the ongoing review of all client investment portfolios. He leads our Investment Committee and heads up our investment research department. Joe prepares portfolio analyses, reviews asset allocation and manager selection, and designs investment portfolios for clients. He is also responsible for all our client portfolio rebalancing and trading.
Prior to joining Wingate, Joe ran his own small investment advisory practice where he was responsible for all aspects of the financial planning and investment process. Joe received his JD from Suffolk University Law School with honors. Prior to that he graduated from Boston College with a BS in Accounting.
Joe is married with four children. He enjoys playing ice hockey and watching his children play ice hockey. He is a Boston sports fan whose hobbies include the pursuit of craft beer and watch collecting. He enjoys watching a good movie or listening to a podcast and has also been known to homebrew from time to time.