Prior to joining Milestone, Joe worked in the Private Banking division at SEI. At SEI, Joe worked closely with company clients to implement performance reporting and compliance controls to improve efficiency and maximize investment performance.
Joe earned his B.S. in Finance and Management & Leadership from Boston College.
Joe is originally from the Greater Philadelphia area and returned to the city after spending his college years in Boston. When he is not at Broad & Pattison cheering on a local sports team, Joe can be found on the golf course, exploring downtown Philadelphia or participating in intramurals.