Client Associate
Joe began working for UBS Financial Services, Inc. in May 2017 and was brought into The Scher Group in January 2019. Joe is responsible for the team's day-today operations from onboarding clients to placing trades. He began his professional career at Fidelity Investments in 2012 where he worked in Restricted Stock Services for 4 years before working as a Financial Representative in their West Hartford, Connecticut branch for just over a year. Joe graduated from Roger Williams University in 2010 with a Bachelor of Science in Finance.
Joe currently lives in Swampscott, MA with his wife, Stephanie, and his two children, Lena and Patrick. Away from the office, Joe enjoys snowboarding, attending concerts and sporting events, relaxing at the beach, and sight-seeing.
Education
Client Associate
Joe began working for UBS Financial Services, Inc. in May 2017 and was brought into The Scher Group in January 2019. Joe is responsible for the team's day-today operations from onboarding clients to placing trades. He began his professional career at Fidelity Investments in 2012 where he worked in Restricted Stock Services for 4 years before working as a Financial Representative in their West Hartford, Connecticut branch for just over a year. Joe graduated from Roger Williams University in 2010 with a Bachelor of Science in Finance.
Joe currently lives in Swampscott, MA with his wife, Stephanie, and his two children, Lena and Patrick. Away from the office, Joe enjoys snowboarding, attending concerts and sporting events, relaxing at the beach, and sight-seeing.
Education
Vice President–Wealth Management
Financial Advisor
Let's connect
Vice President–Wealth Management
Financial Advisor
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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