Leadership Team, Commercial Lending Team, Private Clients Group
Joe is Senior Vice President and Team Leader in the C&I Commercial Banking division of the Bank. He also leads the Bank’s team of Private Client Advisors serving a national client base. The primary focus of the team is to serve a wide range of clients, from families managing wealth across several generations to business owners, entrepreneurs and other creators of first-generation wealth. The Bank understands that families have multiple, often-times overlapping goals including preserving their wealth, building a legacy that transcends time and the sharing of wealth with the next generation. The team of Private Client Advisors and Commercial Bankers leverage wealth management, commercial banking and residential lending to build value and achieve financing planning goals for each individual client, their families, their businesses and their not-for-profit organizations. A comprehensive suite of products and services include, but are not limited to working capital financing, securities-based lending, growth financing, acquisition financing, mortgage financing, tax-exempt financing, exit planning, investment management services and fiduciary services. Additional responsibilities include corporate involvement in the company-wide Enterprise Risk Management process, strategic planning and new product development.
Joe has a bachelor's degree from the University of Rhode Island and an M.B.A. from Providence College. Joe is Past President of the University of Rhode Island Alumni Association and he continues to serve on the College of Business Advisory Council. Joe is a Rhode Island resident, an alumnus of Leadership Rhode Island and continues to be active coaching youth sports in his local community.