- Bethlehem, PA
- The Millionaire Next Door | Patriots Day
- My late grandfather, Chase Utley, and Franklin Delano Roosevelt
- Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it. -Albert Einstein
- Honesty, consistency, and strong work ethic
Joseph Connell is a wealth management financial advisor based in Bethlehem, PA.
In 2017 Joe joined CAPTRUST from Moravian College, where he served as a graduate assistant. In his current role as a wealth advisor, he is responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to Moravian College, Joe was an associate financial advisor with Legacy Planning Partners. He has been in the industry since 2014.
- Master of Business Administration degree in Business Analytics from Moravian College
- Bachelor of Arts degree in accounting from Moravian College
- Board member and secretary, St. Anne Educational Endowment Fund
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