Invest in Others Board Member
Joined September 2023
Head of Leadership & Future Talent Development
UBS Financial Services Inc.
Joe leads the UBS Leadership and Future Talent Development team. As a former Financial Advisor and Field Leader, Joe’s decades of experience, knowledge and passion are unmistakable and inspiring to his colleagues firmwide.
Joe oversees the development of all UBS Field Leaders and all future generation talent in the firm’s Wealth Management US organization. He manages the design, development and delivery of training and professional development programs including the Graduate Training Program (GTP), Wealth Planning Associate Program (WPA) and Team Associate Training Program (TA). Joe’s mission includes improving the performance and productivity of Field Leaders by helping them build on their existing talents and develop skills such as coaching, recruiting, and inspiring change.
Joe began his financial services career in 1990. In 2005 he joined UBS as a Financial Advisor and has served in a leadership capacity since 2007. Joe has achieved UBS’s Leadership Council three times, a true testament to his dedication and commitment to Financial Advisors and the success of his branch.
A graduate of Baruch College in New York, NY, Joe received a B.A. in Finance. He earned his M.B.A. in marketing from Wagner College in Staten Island, NY. Committed to his continued education, Joe has completed a graduate program from the Securities Industry Institute at the Wharton School of Business, University of Pennsylvania. He holds FINRA licenses 3, 7, 9, 10, 63, and 65, as well as accident and health, variable life insurance and annuities licenses.
Joe and his wife, Debbie, live in Fairfield, New Jersey. They have three children: Alexis, Joseph and Daniella.