Joe has worked at Cape Cod 5 since 2018 and brings over 20 years of wealth management experience to the Bank. Prior to joining Cape Cod 5, Joe held the role of senior vice president & trust counsel for a local investment firm. In this role, Joe was responsible for managing trust administration and fiduciary services. Earlier in his career, he held trust management roles with increasing responsibility at both national and regional trust companies.
Joe holds a Juris Doctor degree from Tulane University Law School and a Bachelor of Science degree in Psychology from Fordham University. In addition, Joe has completed the New England School of Banking Trust Program and attended Cannon Private Banking School.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|