Who is SHA?
"Your family away from home"
Joe has an extensive background in finance, starting his career over 20 years ago during the dot-com bubble. He has traded equities and options as a NASDAQ Market Maker, NYSE Block Trader, and hedge fund portfolio manager. His “risk management” experience helped shape his belief that families need guidance when sending students abroad. Joe has run a comprehensive financial planning practice focused on helping families achieve financial confidence and security. He is an expert in asset allocation, risk management, and protection strategies. In light of the COVID-19 pandemic, Joe wanted to address the increased risk for students studying away from home. He founded SHA to provide peace of mind and security for families, and to help Schools better understand the risks. He enjoys spending time with his family, coaching his children’s sports teams, golfing, hiking, traveling, and attending sporting events. Joe resides in West Hartford, CT with his wife and three children.