Joseph A. Pucci, Jr.

Vice President, Wealth Advisor

About Joe

Joe Pucci is a private wealth advisor in the New York office of William Blair’s Private Wealth Management group. He advises wealthy individuals, families, executives, and business owners on how to best balance risk and reward in the capital markets. Joe brings his experience as a Fortune 100 executive and an entrepreneurial CEO to his clients as they navigate the arc of their business plan, including start-up, growth, exit planning (IPO, ESOP, or sale), and structuring compensation for key management staff.

Before joining William Blair, Joe was Principal in Alliance Bernstein’s private wealth group for a dozen years. His previous experience includes tenure at Prudential Financial and a decade at GE Capital; he also founded a management consulting firm supporting business development and marketing of new ventures and product launches.

Joe is active in several professional and community organizations. He currently serves as the founding president of the New York chapter of the Exit Planning Exchange (XPX) and recently served as president of the Westport Library Board of Trustees leading a $20mm capital raise and a complete gut renovation. He also is an active member in the Association for Corporate Growth (ACG) and the Estate Planning Council of New York City. He previously served on the board of directors of the Connecticut Food Bank and the Westport Arts Center.

Joe earned an M.B.A. with honors from Columbia Business School and a B.S., cum laude, in leadership and finance from the University of Colorado, Boulder. In his free time, Joe enjoys yoga, cycling, skiing, learning to surf and spending time with family and friends.


About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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Year William Blair was founded

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Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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