Joe joined Albany Financial Group as a Client Services Associate on Jim Sullivan’s team in July 2024. Joe will be assisting the team with client meeting preparation, administrative tasks, and investment research.
Joe graduated from St. John Fisher University in May, 2024 with a Bachelor’s of Science in finance and earned a minor in economics. During his tenure at St. John Fisher, he also played football.
Joe resides in Wynantskill, NY and has a passion for sports and the outdoors. In his free time, he enjoys golfing, exercising, and spending time with friends and family.