Joseph P. Alexopoulos

Joe is a principal of Aequitas Wealth Management. A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California's Marshall School of Business. He holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.

Joe has nearly 26 years of experience in wealth management. Prior to founding Aequitas Wealth Management, he was a Vice President at Citigroup Private Bank in Geneva, Switzerland. Previously, at Fidelity Investments, Joe advised high net worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.

He is an active member of METal International (Media, Entertainment and Technology and Leaders). Joe enjoys reimagining the world as a better place, reading, yoga, gym activities and cycling including participating in local events such as the Mulholland Challenge and Tour de Big Bear Hors Catégorie.