Los Angeles, CA – July 22, 2020 – Wedbush Securities is pleased to announce Joseph M. (“Joe”) Whitney, CFP®, has joined Wedbush Securities as Managing Director, Investments. The veteran wealth manager is the latest addition to the expanding New York office and reports to Branch Manager, Mark Tobin.
Joe has more than 18 years of wealth management experience, working closely with high net worth clients. Before joining Wedbush Securities, Joe spent the past 11 years with UBS, rising to Senior Vice President – Wealth Management, Private Wealth Advisor, and Senior Portfolio Manager. He began his financial services career with Morgan Stanley as an Associate Vice President.
“It was very important to me to be a part of an U.S. client centric organization that feels like family, whose principles and beliefs are aligned with my own,” stated Joe Whitney. “My background and deep understanding of client priorities aligns with the high caliber of service the Wedbush financial advisors strive for in service of their clients. I couldn’t be more excited to be one of the newest members of the firm’s growing New York office.”
Mark Tobin adds, “We are pleased to welcome Joe to the firm as we continue to grow our New York and east coast wealth management presence. His community values and professionalism translates nicely into the firm’s guiding principles, and we are excited for Joe to bring his skilled approach to investing to the team at Wedbush.”
Joe received his Bachelor’s degree in Business Management, from the State University of New York College at Brockport. He received his Certified Financial Planner (“CFP®”) designation and also holds his Life & Health Insurance License, alongside with his Series 7, 31, and 66 licenses. He is a founding member and serves as President of Business Network International (“BNI”) Manhattan Chapter 56, a global leader in business and community networking.
About Wedbush Securities
Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.