Senior Wealth Advisor
As a Senior Wealth Advisor, Joe consults with private clients regarding asset management, alternative investments and low-cost diversification strategies for concentrated stock holdings. Prior to joining Frontier, Joe served as a Senior Advisor with AHM Asset Management and Bank of America’s Alternative Strategies Group. He was previously responsible for managing the Personal Trust and Investment Advisory Group within Boatmen’s Trust Company in St. Louis.
“During my professional career, I have been given the opportunity to work closely with many investors seeking guidance in managing financial assets. There is no greater personal satisfaction than assisting these individuals in defining their risk profile and developing an investment approach to meet their financial objective.”
Joe is a graduate of Missouri University’s School of Finance and Banking, and received his Chartered Financial Analyst designation in 1977. He is also a member of the CFA Society of St. Louis.
When not focusing on investments, Joe enjoys golf, traveling and devoting time to his local church. He lives in Chesterfield with his wife, Lyn.