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We offer lawyers and their firms customized strategies and advice that will help them grow, preserve and manage their wealth.
Joe is responsible for the Law Firm Group’s Metro New York region. He oversees the delivery of a broad array of financial services to lawyers and law firms in New York and New Jersey. Joe is also responsible for the development of our Law Firm Group business in Europe, the Middle East and Africa.
Prior to his current role, Joe was a Business Manager for the Law Firm Group. As a Business Manager, he was responsible for the strategy, analytics, finance and operations of the Law Firm Group business in the US and London.
Joe received his Doctor of Philosophy degree in Applied Organizational Psychology and his Master of Arts degree in Industrial/Organizational Psychology from Hofstra University. He holds his undergraduate degree in Psychology from Fairfield University. Joe has presented at numerous conferences on talent management and served as an Adjunct Professor at Hofstra University for 5 years.
For nearly 50 years, Citi Private Bank Law Firm Group has been a trusted partner to the legal industry, providing customized financial strategies and tailored advice to lawyers and their firms. The Law Firm Group serves more than 50,000 attorneys and 700 law firms across the US and UK.