Joe C. Email & Phone Number

Joe discovered his passion for investing at an early age. After buying his first mutual fund in high school, Joe opened a brokerage account in college to begin trading stocks. His love for investing grew rapidly, and shortly after college Joe started managing an equity portfolio for a single family office, splitting time between Coral Gables, FL and Newport, RI. While living in Florida, Joe began investing in single family homes in the Jacksonville market, at first flipping homes and later holding houses as rental properties. Those properties have since been sold to diversify into many of the same investments that Joe recommends for his clients today in his role at Lake Street. Joe lives in Rye, NH with his wife and daughters. They enjoy spending time together, ideally being active and outdoors at the beach or in the mountains. Joe is an avid runner and is working towards a goal of completing a marathon in all 50 states.

Listed skills include Alternative Investments, Financial Advisory, Salesforce.Com, Portfolio Management, and 20 others.