Joe is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Joe served as a Vice President and Senior Relationship Manager at Key Private Bank. Previously, he held roles as a Vice President and Financial Consultant at Charles Schwab and as a Financial Advisor at Morgan Stanley Wealth Management. Joe is a Board Member of the Boys & Girls Club of Collier County.
Joe holds a Bachelor of Science in Business Administration from Wagner College.
