We are excited to officially welcome Joe Gross to the Veery Capital team!
Joe joined us in August 2026 as an Associate Advisor, bringing valuable experience in financial services and a strong background in finance and economics.
Joe graduated from West Chester University with dual Bachelor’s Degrees in Finance and Economics. Prior to joining Veery Capital, he worked at Vanguard and JPMorgan Chase, where he gained experience supporting advisors and clients with financial planning, investments, banking, and lending.
In his role at Veery Capital, Joe supports both our Retirement Plan Services and Individual Client Services teams, assisting with retirement plan consulting, investment reviews, participant education, financial planning, and client relationship management.
Joe also holds his Series 7, 63, and 66 licenses, life and health insurance licenses and studying to take his Certified Financial Planning (CFP®) exam in early 2027.
We are thrilled to have Joe as part of our growing team and look forward to the knowledge, experience, and enthusiasm he brings to Veery Capital!
Please join us in giving Joe a warm welcome!
