Joseph Leo is the Chief Executive Officer of the firm, where he leads the firm's strategic growth, acquisitions, and recruitment initiatives. Since assuming leadership, Joe has championed a corporate vision centered on the belief that a successful culture is built on authentic relationships—with colleagues, clients, and the broader community.

Joe began his career in financial services in 2005, following his role as Director of Student Services at Colgate University. He joined Etico in 2007 as an advisor, bringing a distinctive and refreshing approach to wealth management for individual investors and small businesses. Over the years, Joe has been instrumental in shaping the firm’s advisor centric philosophy and fostering its continued growth.

A proud alumnus of Colgate University, Joe earned a Bachelor of Arts degree while excelling as a scholar-athlete on the golf team. Outside of work, he dedicates his time to philanthropic efforts, serving on several nonprofit boards, including as Vice President of Colgate’s Alumni Council, and coaching youth athletic teams.