Joe began his investment and trading experience at the age of 16 while working as a summer intern at the Chicago Board of Trade. After graduating from Fenwick High School he attended Missouri State University on an athletic scholarship and graduated with a degree in Economics.
Joe traded and built a lengthy career on the floor of the Chicago Mercantile Exchange. While floor operations changed, Joe realized his passion for helping others pursue their financial goals and took his lifelong knowledge in a more direct pursuit.
Joe, his wife Jen, and his two children live in Elmhurst. Outside of work they are active participants in their children’s sports, including hockey, basketball, and volleyball. He also enjoys cooking and sharing his homemade wine.
Joe is also involved in multiple local charities, including the Chicago Italian American Charitable Organization.
Waddell & Reed is not affiliated with any other entities referenced. 05/20