Broker Check


Client Service Representative

Joe LoStracco joined our team in June 2018. Before graduating from college, he completed our intensive summer internship program in 2017. He has a degree in Applied Economics with a concentration in accounting and finance from Ursinus College.

Currently, Joe is an apprentice under several members of our advising staff. He will be responsible for back office operations as well as an active participant in firm-wide investment committee meetings. Joe is pursuing his Series 7, Series 66 and his life and health insurance licenses.

Having served as captain of his college basketball team, Joe is a natural leader and team player. Personally, he enjoys playing sports, spending time with friends and family, working on cars, and target shooting.