Joe joined Davenport in January 2022 after more than three years at Hefren-Tillotson, Inc., a privately held financial services firm in Pittsburgh, Pennsylvania. Prior to that, he began his career at Federated Hermes. Joe is Series 7 and 66 registered with FINRA and is licensed to sell insurance products. Additionally, he earned and maintains the CERTIFIED FINANCIAL PLANNER® professional designation.
A graduate of Dickinson College, Joe earned a BA in International Business & Management, a BA in French & Francophone Studies and a minor in Economics. He enjoys traveling, skiing, golf and discovering new restaurants. He also plays guitar and piano in his spare time. Joe is very family-oriented and prefers to spend his free time boating around the different lakes in Virginia or exploring new destinations with his wife, Meghan.