Brings a tailored and empathetic approach to his work, ensuring clients' unique needs are met.
As Vice President, Wealth Portfolio Manager, Joe is dedicated to constructing personalized portfolios for individuals and corporate clients. With a specialization in the 401(k) market, he leads the Retirement Plan Services Investment Strategy Group, driving best practices, identifying innovative investment solutions and enhancing retirement outcomes. Joe's expertise extends to assisting the Investment Research team in selecting and monitoring investment vehicles, ensuring optimal performance for client portfolios. Additionally, he actively contributes to strategy committees, shaping the management of investment models at Johnson Financial Group.
Experience
- Bachelor of Science, Finance from the University of Wisconsin – La Crosse
- Joe is a CFA® Charterholder and a member of the CFA® Institute and CFA® Society of Milwaukee
- Over 18 years of experience in the investment industry, including portfolio management and investment research
Services provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at https://www.adviserinfo.sec.gov/.
Ask Me About
- Investments