Joseph Fahey

Joseph "Joe" Fahey, CFA, is a seasoned professional in family business consulting and business succession planning, currently serving as a Senior Family Business Advisor at Balentine since January 2023 and as President of Joseph "Joe" Fahey, CFA and Associates since June 2021. With extensive experience in advising business owners on maximizing shareholder value and ensuring harmonious transitions, Joe held previous roles as National Director of Business Succession Planning at PNC and Senior Business Succession Strategist at Wells Fargo. Joe's educational background includes a CFA designation from the CFA Institute, an MBA in Finance from The George Washington University, and a B.S. in Finance from the University of Maryland, along with certification as a Certified Exit Planning Advisor through the Exit Planning Institute.