Joseph Greco
Managing Director, Elite Advisor Successions
Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph started his career with Kuttin Wealth Management, the #1 practice at Ameriprise financial, where he held various positions within the practice, eventually working his way up to collaborate directly with the CEO and senior management team to drive organic and inorganic growth. In his tenure with Kuttin Wealth Management, he sourced over 400M in organic opportunities and over 60M of AUM from CPA partners across the nation. Today, Joseph acts as the managing director of Eilte Advisor Successions, helping advisors grow inorganically through mergers and acquisitions and also helps consult with advisors looking for a clear path for their succession and a way to monetize their life’s work.
joseph@
516-265-1410
