Joe Filberto, RICP®

Chief Investment Officer

Joe started in the financial industry in 2002 and has diverse experience including time at a national investment firm and in the Private Client Group at one of the largest banks in the country.  These experiences have shaped his beliefs regarding client service and investment philosophy.

A Rochester native, Joe attended McQuaid Jesuit High School and graduated from Washington and Jefferson College in 2002 with a Bachelor's Degree in Business Administration.  While at W&J he was a four year letterman and 2 year captain of their nationally ranked football team.

He has completed graduate studies through Boston University's Program in Financial Planning and online courses offered through Yale and the University of Chicago, along with achieving the Retirement Income Certified Professional from the American College of Financial Services. A new wife and home keep him busy in his free time as does his dog Baron.  It's possible you will meet Baron as he occasionally joins Joe at the office.

Phone 585-249-1550
Fax 585-249-1554