“Truepoint is redefining how wealth management firms serve clients by utilizing technology. The tools we employ give clients a highly personalized experience and allow our employees to focus on building high-quality and lasting relationships with our clients.”
Joseph’s path onto the innovation team started by serving clients on the financial planning team. In that role, he discovered how insights gathered from data and analytics help provide an exceptional experience for every client. Now he enjoys finding new ways to utilize industry-leading software solutions for our clients and employees. Whether it’s automating our processes, implementing new ways for our clients to interact with us, or developing new tools for our clients and staff, Joseph is helping Truepoint be an industry leader when it comes to innovation.
Outside of work, Joseph can usually be found walking his dog, Findlay, around Pleasant Ridge where he lives with his girlfriend. He also enjoys reading, playing golf, watching Formula 1, and trying out new restaurants.
Specialties: client experience, comprehensive financial planning, data analytics, data visualization, process automation