Chief Operating Officer
Joseph has been a part of the Vanderbilt Financial Group family since 2006 when he joined the Operations Department. By 2009 Joe became the Director of Operations. In 2013, he rose to his current role as Chief Operating Officer. His main responsibilities involve new advisor recruitment, overseeing the Operations Department and supervising the daily operations of the firm alongside the CEO. Joe serves the Vanderbilt advisors by continually encouraging and enforcing a high level of customer service amongst his staff, where the advisors are always put first.
Joe earned a Bachelors degree in Science for Management Technology from Farmingdale State University of New York. He holds Series 7, 66, 24, 53 and 4 securities licenses, as well as being a notary public.
Joe’s personal life currently revolves around his pride and love for his two sons 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.