Meet Joseph

Joseph’s eagerness to learn and expand his impact makes him an asset to our team as a Client Service Associate. Determined and results-driven, he is excited to provide clients with an experience they enjoy.

A graduate of Marist College, Joseph studied Business Administration with a Finance concentration and minor in Data Analytics. He boasts ample professional experience in the financial industry, having worked in both life insurance and private equity prior to joining Gold Family Wealth.

Born and raised in West Harrison, New York, Joseph is a bit of a foodie and loves exploring new restaurants in New York and Connecticut. He stays active with hiking and spending time at the beach – and is at what he considers the beginning stages of his personal health journey. He’s eager to receive advice or have conversations with people about how he can better himself.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.