Director of Education Services

Joe joined Alpha Pension Group in 2022 and brings over 25 years of experience in the financial services and retirement plan industries. In this role, he conducts group meetings and individual one-on-one sessions with participants around retirement plan education. With a passion for personal finance, Joe’s goal is to make complex investment concepts understandable to participants to provide guidance towards a comfortable retirement.

Prior to joining Alpha, Joe was an investment consultant for NY Life Retirement. In this role he worked with plan sponsors to ensure participants were offered the most appropriate investment choices. He also worked and shared his knowledge in the stable value area, one of the most conservative investment options found in many 401k plans.

Out of the office, Joe enjoys being a modest golfer in the summer and skier in the winter. He also enjoys hanging out with his wife and three college-age children (when they are around). A music fan, Joe plays in a neighborhood band for anybody willing to listen.

Education and Professional Designations
Northeastern University, MBA
Northeastern University, B.S. Finance

Chartered Financial Analyst (CFA) Designation; FINRA Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners, LLC