As Managing Partner for the Matina Group, Joseph brings 24 years of experience managing wealth. Focusing on a risk-management based approach, he is responsible for determining asset allocation, investment manager selection, and monitoring investment performance for clients. Joe has also completed the firm's rigorous Private Wealth Advisor accreditation program, exemplifying his dedication to serving the complex needs of individuals and families with substantial wealth.
In 2015 and 2016, Joe has been named to the Financial Times Top 400 Advisors in America list as well as the Barron's Top 1200 Financial Advisors. The Matina Group was featured in the November 2015 issues of Bloomberg Businessweek, Fortune and Money magazines. The article nicely captures our continuous dedication to delivering Advice Beyond Investing and how deeply we value the relationships we have formed with our clients and their families.
A graduate of Albright College, Joe is now a member of the college’s Business Advisory council. Joe resides in Sea Girt, New Jersey with his wife Dana and three daughters, Ava, Charlotte, and Grace and enjoys travel and golf. Believing that commitment to the local community is vital, Joe has provided consistent support to non-profit organizations. Of particular importance is Partners for Women and Justice, which empowers low-income and abused women to build safe and secure futures for themselves and their children by providing equal access to justice. Joe and Dana recently were honored for their involvement with the Partners in Hope Award.
Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY