Joe cares for clients the same way he looks after family. Before he invests one dollar he listens carefully and takes the time to clearly understand their perspective and priorities. Joe co-founded Bernstein’s DC office after a successful career as a nonprofit executive including leading fundraising that raised $200 million to create the US Holocaust Memorial Museum.
Joe specializes in high net worth individuals/families and nonprofit organizations as an integral member of his clients’ trusted advisory team of attorneys, accountants and consultants. Multiple times these advisors have recommended Joe as a “Top Financial Advisor” including recognition in January 2021 Washingtonian magazine.
Multi-generation families, life transitions, cross-border investors, nonprofits, associations, endowments, foundations; Minimum: $5 million
DESIGNATIONS, AFFILIATIONS, and AWARDS
Washingtonian Top Financial Advisor since 2002, CFP®, Economic Club of DC, ASAE, STEP, Cosmos Club, Greater Washington Estate Planning Council