• 617.956.6720

Joseph is financial professional with more than 20 years of investment experience in the public and private markets. Most recently, he was part of the investor relations team with Accenture. Prior to that, he built and led their M&A origination team. Before Accenture, Joseph spent 15 years as an equity analyst, starting at Janney Montgomery Scott and later moving on to Cantor Fitzgerald, where he was a Managing Director and leader of an equity research tech team. Joining the Marble Harbor Team marks a return to wealth management, as he began his financial services career working in the private wealth management group at Brown Brothers Harriman over 20 years ago.

A graduate of the University of Massachusetts at Amherst (Magna Cum Laude) with an A.B. in Economics, Joseph also earned an M.B.A. from Northeastern University and a doctorate in finance from the University of Rhode Island. He is a member of the Boston Economic Club and serves on the board of the Charlestown Youth Soccer Association. He has also served on the boards of Charlestown American Little League Baseball and the Charlestown Preservation Society. Joseph has taught at several local universities and has published equity and academic research as well as a book. In his free time, he enjoys reading, spending time with his family, coaching his children in sports and following and playing them himself.