Private Wealth Director
BSc Econ, ACIS
Joe joined Oak in April 2020 and has over 14 years’ experience in the financial services industry. Prior to joining Oak, Joe was a director at Intertrust where he had responsibility for a large portfolio of international clients. He was also a personal director and trustee on client entities and director and authorised signatory on in-house corporate trustees. Joe graduated from Cardiff University in 2006 with a BSc in Politics and Economics and is an associate member of ICSA.