Associate Wealth Advisor
Joe is an associate wealth advisor at Buckingham Strategic Wealth. He previously spent six years at Stifel, Nicolaus & Co. Inc., where he worked in equity capital markets, strategic planning and compliance.
Joe graduated from the University of Chicago with a bachelor’s degree in psychology and earned his MBA from the McCombs School of Business at the University of Texas at Austin with concentrations in investment management, finance and accounting. He is a Level II candidate in the CFA® program.