Expertise
  • Audit & Assurance
  • Business Succession Planning
  • Business Valuation
  • Deal Advisory
  • Enterprise Risk Management
  • ERP Transformation & Technology Strategy
  • Estate Planning & Wealth Transfer
  • Expert Witness Testimony
  • Forensic and Investigative Accounting
  • Transaction Advisory
  • Transaction Due Dilligence
Education
  • Bachelor of Arts in Economics, University of Connecticut
Certifications & Licenses
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Accredited senior Appraiser; Business Valuation Discipline (ASA)
  • Certified Fraud Examiner (CFE)

 

Joe is a Managing Director at CBIZ in the Forensic Consulting Group, based in our New Haven, CT. office. He has been serving clients since November 1993. A CPA, ABC, ASA, and CFE, Joe is a national expert in business valuation, litigation support, commercial damage determination, fraud detection, personal injury/wrongful death claims, and intellectual property damage assessments. He has successfully passed the NASD examinations for Series 7, 63, and 65, as well as the Connecticut Life and Health Insurance Producer examinations. Prior to joining CBIZ, Joe was a partner at Marcum LLP. Additionally, he owned an Italian restaurant with his brothers.

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CTCPA)
  • American Society of Appraisers (ASA)
  • Connecticut Chapter of American Society of Appraisers; Past Second Vice President, 2011-2013
  • Association of Certified Fraud Examiners (ACFE)
  • Connecticut Chapter of Association of Certified Fraud Examiners

Community Involvement

  • North Haven High School Booster Club
  • Walter Camp Foundation (Previous)

Let’s Connect

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