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.Back to Who We Are