Senior VP of Counseling
Joe is a Senior VP of Counseling and serves as a member of the Alternative Investments Committee. Joe joined Graypoint in January 2021. Joe spent 34 years at the Ayco Company LP, as an Account Manager (8 years), and Senior Account Manager (26 years), providing tax, investment, estate and financial planning advice to high net worth clients. Joe serves as a Trustee for the Academy of the Holy Names and as a Trustee for the Center for Disability Endowment Board. He received his Bachelor of Science in Accounting from Le Moyne College, and his Juris Doctor from Albany Law School.