Joe is 30-year veteran of the financial markets and private sector investing and has managed fair and orderly trading of numerous global companies. With Berkshire Fairfield Financial Services & Insurance, he helps businesses, individuals and families by structuring solutions that optimally protect their financial interests
After leaving Wall Street, Joe relocated to the Berkshires and co-founded CFB Partners, where he worked with individuals and families to design personalized, tax-efficient strategies for wealth creation and asset protection.
During his time on Wall Street, Joe spent twenty years as a specialist trader on the floor of the New York Stock Exchange, managing trading for internationally driven companies such as Cabot Oil & Gas, Elan, El Paso Energy, Galileo International, Global Natural Resources, Leap Frog, Lomas Financial, Marriott Corp, Saks, Telecom Italia and Vectren. As an expert skilled at explaining the volatile global marketplace during the late 1990s and early 2000, he was a frequent guest commentator on CNBC’s “Street Signs” and “Opening Bell,” as well as CNN-FN’s “After The Close.”
An active community member, Joe was the General Manager of the Williamstown Theatre Festival (2009-2011) and currently serves on several boards, including Pine Cobble School (President, Board of Trustees), Williamstown Film Festival (President, Board of Directors), and Williamstown Theatre Festival (Vice Chairman, Board of Trustees).
Joe is a graduate of Georgetown University with a Bachelor’s Degree in Economics.