As President & CEO, Joe is responsible for the overall management and strategic vision of the Company. Joe has over 20 years experience in all facets of the financial services industry, including investment and fiduciary services. He has earned distinction for his development of a unique client service platform that delivers a consistent and exceptional service experience to clients. Joe has served in Executive Management for GVT's parent company for more than ten years.
Joe received his Bachelor of Arts degree from Bucknell University, where he dual majored in English and Economics. He is a proud graduate of McQuaid Jesuit High School. Joe lives in Pittsford, with his wife, Lisa, and four children.
Community Involvement & Professional Associations
President of the American Cancer Society’s Finger Lakes Region Board of Advisors
Director of the American Cancer Society’s New York/New Jersey Eastern Division Board
Vice President of Monroe County High School Club Hockey League
Formerly, Director, YMCA, Ridgewood, NJ
Member, Oak Hill Country Club
Current or past coach/manager for Perinton Youth Hockey, Rochester Youth Hockey and Pittsford Little League