Prior to joining Pathstone, Joseph was a Research Analyst, Advisor, and member of the Investment Committee at Legacy Family Office.

He graduated cum laude from Florida Gulf Coast University with his Bachelor of Science in Finance. Joseph earned his Master of Science in Finance from Florida International University and was the recipient of the FIU Finance Department Director’s Award for Excellence. Joseph is a CFA® charterholder, as well as a member of the CFA Society Naples.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.