Joseph has been a part of the Vanderbilt Financial Group family since 2006 when he joined the Operations team and has steadily risen in rank from an Operations Specialist through to Chief Operating Officer and was promoted in 2019 to President. As the leader of the firm’s recruitment efforts since 2015, Joe has overseen the explosive growth of Vanderbilt Financial Group – signing over 175 new Financial Advisors and increasing the Firm’s assets under management (AUM) by 300%.
Joe manages the strategic growth of the firm, mentors the leadership team and supervises the daily operations of the firm alongside CEO Heidi Distante. Joe earned his Bachelor’s degree in Science for Management Technology from Farmingdale State University of New York. Joe is a General Securities Principal (FINRA Series 24), a Registered Options Principal (FINRA Series 4), a Municipal Securities Principal (FINRA Series 53), and holds his General Securities Representative License (FINRA Series 7) and Uniform Combined State Law License (FINRA Series 66), and Operations Professional License (FINRA Series 99), as well as being a notary public.
Joe’s personal life currently revolves around his pride and love for his two sons and one daughter with his wife Heather, a math teacher. Both Heather and Joe are passionate about supporting the St. Jude foundation. When not on Dad-duty, Joe enjoys fishing and spending time in the outdoors.
Joe’s KOLBE A™ INDEX is 7634, which measure the instinctive ways you take action when you strive.
His Strengths are Harmony, Consistency, Discipline, Maximizer and Relator.