National Director Business Succession Planning
As National Director of Business Succession Planning, Joe leads the effort to serve PNC's Business Owner clients in building a successful bridge from running a business to retirement. Joe facilitates a deep and dynamic discovery process to achieve a mutual understanding of your family, business, and financial goals. He works with you and your advisors to help develop a strategic financial plan utilizing an ongoing process that enables you and your team to understand what’s truly important to you in achieving peace of mind. Joe identifies and prioritizes your objectives with your team and develops tailored solutions to help achieve them. Joe is a leading national expert with experience and desire to help bring about successful outcomes, earning the right to be your trusted advisor. Joe has served as financial advisor exclusively to owners of private-held and family controlled businesses for the past 34 years, including over 25 years at Wells Fargo. He has developed integrated strategic plans for businesses and their shareholders. His main focus is on ownership transition and aligning with the family’s wealth planning objectives. Joe earned his B.S. in Finance from the University of Maryland, and MBA in Finance from George Washington University and his CFA Charter from the CFA Institute. Joe has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums.