As a Client Analyst, Joe is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He joined Fiduciary Investment Advisors, LLC in 2018, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Joe held various positions with Wright Investors’ Service. He received a BS in Finance from Quinnipiac University. Joe enjoys spending time with his wife and daughter, vacationing in Maine, hiking and rooting for the New York Yankees.