Joe became a valuable member of our Winthrop Wealth team in April 2024, assuming the role of Operations Associate. His passion for fostering seamless communication and collaboration is evident in his dedication to delivering exceptional operational experiences for clients and advisors. Before joining Winthrop Wealth, Joe honed his skills as an Operations Support Specialist at Commonwealth Financial Network in Waltham. He holds an undergraduate degree from Bryant University, majoring in Finance and Applied Analytics.

Beyond the professional sphere, Joe finds joy in beach outings during the summer and hitting the slopes for skiing in the winter. An ardent supporter of the Patriots, he also thrives on exploring new experiences and activities.