Joseph joined LCK Wealth Management as an intern in October 2023 and joined full-time in July 2024 as an analyst. Joe focuses on providing clients with excellent customer service through the maintenance of account administration, performance reporting and portfolio analysis.
Joe is a graduate of Queen College’s School of Business with a bachelor’s degree in business administration, concentrating in finance.
Outside of work, Joe enjoys playing ice hockey and golf, traveling, and vegetable gardening.
Joe holds Series 7 and 66 licenses.
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