Joe Boyd '04 / Vice president, financial advisor at Brighton Securities

Eschewing a one-size-fits-all approach, Joe asks his clients probing questions about their life goals and listens to their feedback before building a plan that addresses those goals. A scientist by training, Joe's approach is data-driven, detailed and thoughtful. He specializes in critically analyzing complex client information, researching various strategies, and making recommendations to clients that are designed to help them address their specific needs. He wants his clients to know not only what investments they have, but also why they have them.

When he's not working, Joe enjoys running and playing tennis and softball. He volunteers through his alma mater, R.I.T. and is a devoted member of the Rochester community. A new father, Joe values his family time with son, Aaron and wife, Becca.