Joe Pucci is a vice president and wealth advisor with 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 entrepreneur 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 an advisor and principal in Alliance Bernstein’s private wealth group. His previous experience includes tenure at Prudential Financial and 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 recently served as the founding president of the New York chapter of the Exit Planning Exchange (XPX) and the president of Westport Library Board of Trustees. He continues to serve on both boards and is an active member in Social Venture Partners (SVP), Association for Corporate Growth (ACG), and the Estate Planning Council of Lower Fairfield County. 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 cycling, skiing, and spending time with family and friends.