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Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

Cleveland, OH

Designations

Work Experience

Works with private clients including families, entrepreneurs, medical professionals, and business executives
Helps his clients achieve their financial goals by utilizing sound planning and investment strategies
Prior to MAI, served as an advisor at UBS Financial Services and McDonald Partners, both in Cleveland, Ohio
Worked as an engineer in the first part of his career, changing to the financial services industry in 2007

Life Outside MAI

Volunteered with the Cleveland Engineering Society, serving on their Board of Directors and as Treasurer
Volunteered as a Board Member, VP and later Board Chair for Crown Point Ecology Center in Bath, Ohio
Married with two daughters who are both proud alumni of The Ohio State University
Enjoys cooking, exercising and fishing

Education