Executive Director- Financial Advisor
The 128 Group at Morgan Stanley
Wellesley, MA
Joe has been working with highly successful privately-held businesses and their owners for more than 20 years. As a Certified Exit Planning Advisor (CEPA), his practice is focused on educating business owners on different transition and succession strategies, helping owners to better understand these options and create an organized process around the eventual transition of their business. He provides specific emphasis on the education, utilization, and maintenance of Employee Stock Ownership Plans (ESOPs). Joe works with established ESOPs nationally in areas including repurchase liability investment planning, corporate cash investing and the design and maintenance of 401(k) and other non-qualified plans.
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Employee Value from Performance to Paycheck to Payout - ESOP Wealth!
Thursday, April 9, 2026
9:45 AM - 10:45 AM CDT