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Private Client Service Associate
Private Client Service Associate
With 26 years of financial services and investment experience, I act as a secondary contact for Mark Lalonde and Rebecca Tam, while assisting with the preparation of customer portfolio reviews, handling client cash transfers and remittance requests and administrative account duties.
Outside of work, I am a hockey mom and grandma. I love spending time with my son supporting his hockey and enjoying my daughter’s young family. I actively participate in MS fundraising, in hope of finding a cure to support my best friend who suffers from the disease.
Portfolio Manager
Portfolio Manager
Joe has over 15 years of financial services and investment experience and is actively focused on providing comprehensive wealth management solutions to individuals and families, businesses, estates and trusts, and charitable organizations. Joe is a graduate of Clarkson University at Potsdam, NY with a Bachelor of Science degree in Financial Information Analysis. Joe is a CFA® charterholder and also holds the Personal Financial Planner (PFP®) designation. Outside of work, he enjoys spending time with his wife Maria and children Michael and Emilia. He also plays a variety of recreational sports including golf and softball.
