Joe joined Moors & Cabot in 2019 and has over 34 years of experience as a financial advisor. Working for Legg Mason beginning in 1988, he advanced through the ranks and two acquisitions before joining Moors & Cabot. Since 2004, Joe has been providing customized wealth and portfolio management services to families, trusts, and endowments.

Joe maintains extensive, long-standing connections with leading accounting firms and prestigious legal practices specializing in estates and trusts. Through these collaborations, he secures direct access to sophisticated financial planning strategies. These strategic alliances empower his clients by fostering a 'partnership' that helps to ensure their long-term objectives are guided with maximum efficiency.

At Moors & Cabot, Joe provides a comprehensive suite of customized wealth management strategies and services. By leveraging these offerings, he cultivates deeply personal client connections focused on addressing financial goals and priorities.

Joe is Managing Director, Investments and holds numerous securities licenses, as well as his Portfolio Manager designation along with his MBA (’82 from The Sawyer School of management at Suffolk University). He lives in Hanover and takes great joy in spending time with his dad restoring his 1759 home! Joe is extremely active in charitable and fraternal endeavors.