Nelson House South
505 East Pleasant Street
Amherst, MA 01003-9259
Interim Executive Director of Gift Planning
Joe is the Interim Executive Director of Gift Planning and joined the team in 2015. No stranger to financial services, Joe spent over 20 years in the financial sector working for Solomon Smith Barney, UBS Inc. and Bank of America Merrill Lynch after earning his bachelor’s degree in economics from Northeastern University. He moved his family back to his wife’s hometown of Amherst to take a position at the flagship campus. Joe is also pursuing his master’s degree in Public Policy and Administration at the College of Social and Behavioral Sciences.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.