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Joe joined RegentAtlantic in 2012 in the role of Senior Business Development Officer. He is primarily responsible for client development, and shares his vast experience, which enables him to serve as a resource and mentor to other Firm members. He is a member of the Firm’s Neighborhood Nonprofits Group. Prior to joining RegentAtlantic, Joe served as Vice President New Business Development Manager for The Glenmede Trust Company. With over 35 years in the trust and private banking arena, he has served in various senior positions in business development and sales management, assisting high-net-worth individuals, foundations and endowments.
Joe is a graduate of Upsala College and The American Bankers Association’s National Graduate Trust School. He has been involved with many not-for-profit organizations. He is a former member of the P.G. Chambers School’s Development Committee and former Chair of the development committee for The New Jersey Foundation for the Blind.