Joseph Casa serves as the Investments Operations Manager on our team, where he plays an important role in supporting the day-to-day operations of our investment business and helping ensure a smooth experience for both our team and clients.
Joseph brings seven years of experience as a financial advisor, giving him a strong understanding of the investment industry, client service, and the importance of attention to detail. He holds Series 7 and Series 66 investment licenses and is a graduate of Rutgers University. His experience and industry knowledge provide a valuable perspective as he works behind the scenes to help keep our investment operations organized, efficient, and running smoothly.
Outside of the office, Joseph is a dedicated family man. He is married to his wife, Jessica, and they have two children, Gino and Antonia. He enjoys spending quality time with his family and friends and making the most of his time away from work.
When he’s not spending time with family, you can often find him watching his favorite teams, the New York Mets and New York Jets.