Joe Finn
Vice President Advisory Partnership Development
Department: Partnership Development
Experience: Wealth Management since 1995
Education: MBA from Suffolk University
Joe joined the Modern Wealth team in September 2024 and is responsible for wealth advisor recruiting. He started his career as a financial consultant with Smith Barney Shearson and has spent the past 20 years recruiting RIAs for some of the industry’s leading organizations, such as Fidelity Investments, Charles Schwab, and Goldman Sachs. Joe has obtained his Series 6, Series 7, and Series 26 licenses.
He has lived most of his life in Boston. Joe enjoys cheering on Boston sports teams, hiking, yoga, and outdoor activities, especially around the water. He has two adult children and a freshman in college. Joe is also a proud supporter of Boston Children’s Hospital.