Joe is an entrepreneur and an industry visionary in wealth management. He holds an MBA from Columbia University and UC Berkeley and an undergraduate degree from Saint Louis University. Currently serves as the Executive Managing Partner at Rise Growth Partners. Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business.
Joe founded and was CEO of United Capital, It is one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs. He has written three books on investing and entrepreneurship and has been on the New York Times and USA bestseller lists. Joe is a sought-after conference speaker and appears frequently on a broad spectrum of media from CNBC to Goop.