Joey supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
Joey is from Lynnfield, a graduate of Dartmouth College, and has completed the Tuck School of Business Bridge program.
He is a registered FINRA Securities Industry Essentials (SIE) professional. Prior to working at FLP full time, Joey spent two summers as a financial management intern at Capital Management Partners and one year as an Alternatives Investment Intern at FLP.
Joey played baseball at Dartmouth College and volunteered for CHaD HERO, which benefits the children’s hospital at Dartmouth Hitchcock. Joey enjoys golfing and playing chess in his free time.