Joe Sciaccotta serves as a Wealth Strategy Analyst on the Financial Planning Team. He is responsible for supporting the firm’s comprehensive financial planning efforts for high net worth and ultra-high net worth clients. Joe works directly with clients, Client Portfolio Managers, and Wintrust Private Client bankers to construct customized financial plans designed to meet each client’s unique needs and goals.

Joe joined GLA as a Client Service Associate in the Private Wealth group in 2019. Joe was responsible for supporting the firm’s private clients and Client Portfolio Managers. Before joining GLA, Joe worked as an Associate at McAdam Financial where he assisted in financial planning, portfolio management, and client service.

Education and Professional Credentials 

• Industry Start: 2018
• University of Iowa, BBA- Finance
• FINRA Series 7, 63, & 65 registrations
• Illinois Health and Life Insurance License