Joe Connolly, CFP

VP, Private Client Business Development

VP, Private Client Business Development, 15 years of experience

Joe joined IR+M in February 2023 as VP, Private Client Business Development. In his role, Joe is responsible for furthering IR+M’s strategic private client business development objectives and works closely with Wealth Managers and Family Offices to identify and understand their specific needs.

Prior to joining IR+M, Joe was a Senior Wealth Manager at Delos Capital Advisors.

Joe has a BA in Business Administration and Finance from Loyola University Maryland.

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