Joe handles new client onboarding and paperwork for all of our investment clients.
Joseph Bertoni joined Veritas Financial in 2018. Joe has previous experience working in government compliance with a local defense contractor.
A native of Northern Virginia, Joe attended George Mason University where he received his Bachelor of Science degree in Conflict Analysis and Resolution with a minor in Geography.
Joe enjoys reading, movies, and playing board games.
Joe is located in our Tysons, Virginia office, and can be reached by phone at 703-394-7144 or via e-mail at firstname.lastname@example.org.