Joseph joined the firm as an Analyst in 2019. In this role, Joseph provides support in back-office operations, reports on client performance, and handles account and transaction reconciliation.
Prior to joining the team, Joseph specialized in Retirement Plan Administration and Compliance at Meridian Wealth Partners.
Joseph graduated Summa Cum Laude from Rutgers University – Camden with a Bachelor of Arts in Business Administration.
Joseph currently resides in Marlton, NJ with his wife, Megan, and their daughter.
AWARDS
• Athenaeum Honors Society – Rutgers University – Camden