As Chief Growth Officer for APRM, Joe is responsible for driving retention and growth. He is uniquely qualified to lead service and sales teams and advise successful families as he has served them for over twenty three years. While personal property and casualty expertise for Ultra High Net Worth clients is his focus, he also has experience with financial products and serves on an advisory board for a Multi Family Office.
Joe has lectured at Temple University and speaks nationally on topics important to the wealthy, including personal cyber security and security for individuals and their families. He also develops and delivers educational programs focusing on the role of the trusted advisor. Joe has worked with more than twenty multi-generational families and has lead teams delivering service to more than two hundred of those same families.
259 Radnor-Chester Road Suite 160, Radnor, Pennsylvania 19087