Joe joined Smithfield Trust Company in November 2011. With more than 30 years of experience in the wealth management industry, Joe works with customers on matters of investment strategy, investment policy, risk management and asset allocation. Prior to joining Smithfield, Joe was employed by National City Bank of Pennsylvania where he serve as Senior Investment Officer in charge of a department responsible for $5 billion of client assets. Most recently, Joe served as the head of Key Bank's Family Wealth Investment Group.
Joe earned his Bachelor of Science degree from Duquesne University's School of Business and his MBA degree from Point Park University. He is a Chartered Financial Analyst (CFA) charterholder with a Certified Financial Planner (CFP) designation. Joe's memberships and affiliations include the Pittsburgh Society of Finance Analysts, the College for Financial Planning, the Economic Club of Pittsburgh, the Advisory Board of the Western Pennsylvania Humane Society, and the CFA Institute.