Joe is Vice President – Consulting at Principal® and has over 30 years of experience in employee benefits and consulting on ESOPs. He specializes in the analysis, design, implementation, and operation of ESOPs including repurchase liability planning and share repurchase strategies.
Joe is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants (NYSSCPA), The ESOP Association (TEA), and the National Center of Employee Ownership (NCEO). He also serves on the Finance Committee of TEA and is active in the NY/NJ and New England Chapters.
Joe is a Certified Public Accountant. He earned his Bachelor of Business Administration degree from Niagara University, New York, where he graduated with high honors.
Joe has conducted numerous pension and benefit seminars and presented at national and regional events for TEA, NCEO, the Ohio and Vermont Employee Ownership Centers, and the NYSSCPA.
Prior to joining Principal, Joe was an Employee Benefits Consultant for Ernst & Young. His experience also includes tax and executive