President / CEO
Joe earned a Bachelor of Science Degree in Accounting from Rochester Institute of Technology in 1964. He entered the financial services industry in 1978 when co-founding Excel Securities. Joe personifies determination, persistence, and discipline. He has inspired and mentored many professionals, financial advisors, and entrepreneurs over the years. His quiet yet methodical business acumen has enabled him to lead the firm since inception.
Joe maintains the following Financial Industry Regulatory Authority (FINRA) licenses:
Series 7 General Securities Representative
Series 63 State Securities Representative
Series 4 Option Principal
Series 57 Equity Trading Principal
Series 24 General Securities Principal
Series 27 Financial and Operations Principal
New York State Life and Health Agent.
In addition to his passion for his work he is dedicated to his family. He and his wife, Ann, have four daughters, nine grandchildren, and one great grandchild. He enjoys traveling and spending time with family at their lake home.