Joe started his career in the Financial Planning and Investment Management business in 2007. He spent his first six years with UBS Financial Services where he became registered with his Series 7, Series 66, and Ohio Life and Health Insurance registration. He also obtained his CERTIFIED FINANCIAL PLANNERTM designation in 2011.
Joe joined McDonald Partners in 2013, and formed the Pareto Wealth Management Team with his current partner, Sean Kriak, MBA, CFP®. Here, Joe serves his clients by providing comprehensive financial planning and investment management services.
Prior to starting in the financial services business, Joe spent 18 years as a professional engineer. Most recently, he was President and co-founder of Connecticut Reserve Technologies, LLC, an engineering consulting firm which specialized in modeling and analysis of components and systems in extreme environments. This complex analysis has served as a good foundation for developing sound strategies for his client’s portfolios.
Joe graduated from Cleveland State University’s Fenn College of Engineering earning a Bachelor’s Degree in Civil Engineering as well as a Master’s of Science Degree in Engineering Mechanics. He frequently volunteers in the community by serving on the board of the Crown Point Ecology Center in Bath, Ohio and the Cleveland Engineering Society. Joe lives in Strongsville, and when he is not fishing or exercising, he likes to spend time with his wife and two daughters.