Joe Arena

Chief Investment Officer

Joseph Arena serves as Chief Investment Officer, where he oversees the development and execution of the firm’s investment strategies. As Chairman of the Investment Committee, Joe leads the formation and implementation of strategic initiatives, ensuring advisors are equipped to deliver optimal, tailored investment advice to clients.

Before joining the firm, Joe held a similar leadership role at PageOne Financial, where he served as President and Chief Market Strategist. With over 20 years of experience in the financial industry, Joe has successfully navigated market downturns and recoveries, leveraging proprietary economic analyses and fund analytics to drive results and safeguard client portfolios.

Joe earned a Bachelor of Science degree in Management with a concentration in Finance from Binghamton University.