Joseph C. Granzier, AIF®
Managing Director
Financial Advisor
Joe has more than 19 years of financial services experience, including OTC Trading, Institutional Equity Syndicate management, individual, high net-worth portfolio management, corporate retirement plan consulting and education funding strategies.
Joe’s employment background includes both public corporations, as well as private portfolio management boutiques. Joe is a graduate of The Ohio State University with a degree in Political Science and has also participated in the Securities Institute Association (SIA) continuing education program at the Wharton School of Business, University of Pennsylvania. Joe holds an Ohio Life and Health Insurance License and is 6, 7 and 66 Series licensed.