Joseph Donato

I'm a graduate of Suffolk University with a Bachelor of Arts in Criminology and Law and a minor in Psychology. With over 25 years of experience in the investment industry, I serve as the primary service contact for our largest client relationships.

My responsibilities include managing client accounts, coordinating all client meetings and communications, and assisting our financial professionals in creating and monitoring financial plans. I prepare financial goal analyses based on clients' objectives and facilitate relationships with their attorneys, tax advisors, and other financial professionals. I'm committed to delivering the highest quality service through attention to detail, organizational skills, and diligence.

As a fluent Italian and Spanish speaker, I also oversee the client service experience for our bilingual and international clients, ensuring seamless communication across all institutional and private wealth relationships.

I'm from Massachusetts and currently live on the South Shore. When I'm not working, I enjoy spending time with family and friends, watching football, traveling, hiking, and taking vacations to Italy and Disney.