Joe serves as the US Markets leader and large client engagement partner for the EY Personal Finance practice where he and his team provide employee financial planning and education benefits.
Prior to joining Ernst & Young LLP in 2011, Joe was a principal for a large, international human resources consulting firm where he led account management and business development for northeast Unites States.
Joe graduated with BS in Marketing from Penn State University and currently holds a FINRA Series 65 registered investment adviser certification.
How Joe is building a better working world
“My team and I help employers attract and retain talent while simultaneously improving productivity and reducing the financial stress of our clients’ employees.
“Outside of work, I share my time and skills to a special 501(c)(3) non-profit that provides career, rehabilitation, vocational and residential services for adults with disabilities. I serve on both the board of directors and as chairman of the board of trustees.”