Joe is a Partner and Wealth Advisor and has been with the firm since 1965. He received a B.S. in Economics as well as an M.B.A. from the Wharton School of the University of Pennsylvania. Joe holds the Chartered Financial Analyst and Chartered Investment Counselor designations. He has served as a Trustee and member of the Endowment Board of the University of Pennsylvania and a member of the Investment Adviser Association's Board of Governors. Joe serves on the Board of Trustees of Knox College as Chief Investment Officer of the endowment and is a Life Trustee of the Chicago Symphony Orchestra.