Joseph has been a part of the Vanderbilt Financial Group family since 2006 when he joined the Operations team and has steadily risen in rank from an Operations Specialist through to Chief Operating Officer and was promoted in 2019 to President. As the leader of the firm’s recruitment efforts since 2015, Joe has overseen the explosive growth of Vanderbilt Financial Group – signing over 100 new Financial Advisors and increasing the Firm’s assets under management (AUM) by 150%.
Joe manages the strategic growth of the firm, mentors the leadership team and supervises the daily operations of the firm alongside CEO Heidi Distante. Joe earned his Bachelor’s degree in Science for Management Technology from Farmingdale State University of New York. Joe is a General Securities Principal (Series 24), a Registered Options Principal (Series 4), a Municipal Securities Principal (Series 53), and holds his General Securities Representative License (Series 7) and Uniform Combined State Law License (Series 66), as well as being a notary public.
Joe’s personal life currently revolves around his pride and love for his two sons and one daughter with his wife Heather, a math teacher. Both Heather and Joe are both passionate about supporting the St. Baldrick’s Foundation. When not on Dad-duty, Joe enjoys the outdoors, fishing, and spending time on his boat in the Long Island Sound and Great South Bay.
Vanderbilt Financial Group is an Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.