Primary Job Title Director, Manager Relations Primary Organization 
Covestor
Gender Male
Joe spent four years as an Investment Specialist with J.P. Morgan Private Bank. Prior to joining Covestor, Joe was an Investment Consultant with Natixis Global Asset Management where he worked with Financial Advisers.
In addition to a BA in Business Management and Economics, Joe has earned Series 7, 63 and 66 licenses from the Financial Industry
Regulatory Authority (FINRA).
