Apella Wealth
Joseph Ferreira currently serves as an Associate at Apella Wealth, starting in January 2023. Prior experience includes a role as a Private Wealth Management Intern at Morgan Stanley, where Joseph worked from July to August 2021, and a brief position as a Seasonal Driver Helper at UPS from December 2019 to January 2020. Joseph Ferreira holds a Bachelor of Arts in Economics from Union College, where studies were completed between 2018 and 2022.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.