Joe has been involved with investments longer than he cares to admit. He bought his first mutual fund at the ripe young age of fourteen. An enterprising youngster with a lawn service business (and only a nineteen inch push mower!), he realized that the best way to invest his hard-earned money was not the bank, but rather…The Stock Market.
As a student at the State University College of New York at Fredonia, Joe was fortunate to get high-paying summer jobs as a construction and masonry laborer (hard work has never been an issue!). This provided enough capital to eliminate the need to work during the semesters, and gave him the luxury and time to play the “penny” stock market. Upon receiving his degree, Joe was recruited by one of the premier hospital systems in the country, Columbia-Presbyterian Medical Center, as the youngest departmental administrator in their 105 year history. Joe’s vocation was not just about a paycheck, but also helping people. He continued that fostering spirit when he realized that he preferred to work one-on-one in an area in which he was not only well versed, but one which he loved…investments. In the famed words of Confucius, “Find your passion, and you will never work a day in your life.”
Most people would think that anyone beginning a career in the market right after the crash of ’87 had to be a little crazy, but after many years of watching how the capital markets operated, coupled with his understanding of economics, Joe knew the market was the place to be putting money.
After more than 20 years, Joe’s continued quest for knowledge, his development of key affiliations, and avid following of some of the most successful institutional investment strategies, have all come together to provide him the access to construct a sophisticated and logical allocation model. Joe considers himself a financial resource coordinator. He defines this title as one who helps people with varying financial circumstances optimize their resources to achieve their goals, particularly through investment modeling. He does not consider himself the expert; rather, over the years he has sought out the premier specialists and experts in their respective fields and asset classes. The firm he founded in 1994, Allocation Resource Group, has surrounded itself with the people and platforms, that have the expertise to help realize client goals and increase investment performance. ARG was built on three pillars; preservation of capital, developing income streams, and achieving capital appreciation…in that order. Whether it is the preservation or growth of capital, retirement, estate planning, asset allocation or any occasion that requires financial workings, there are answers. As his company name suggests, Joe has the access to develop and implement strategies to help resolve many circumstances with a rational and logical plan…a plan with value and clarity.