Executive Director – Global Family Office-Americas
UBS Financial Services Inc.

Joe is a senior solutions provider for the UBS Global Family Office Group in the Americas. He focuses on creating customized coverage models and providing
tailored solutions from across the firm to sophisticated Family Office clients.

A 17-year veteran of the firm, Joe joined the GFO team from UBS Investment Bank’s FICC division where he covered the global interest rate needs of institutional convexity and real money clients. Prior to that, he served on the FICC Executive Management team as COO of Distribution, overseeing 175 institutional salespeople responsible for $1.5B in annual revenues for the Capital Markets divisions.

Joe began his career at Legg Mason Wood Walker in Baltimore working in their funds division and also held positions at two successful financial services
start-up companies.

Joe attended the University of Maryland at College Park where he earned a degree in Biology. Joe lives in New Jersey with his wife and two children.