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MEMBER PROFILE

 

Joseph Pucci

William Blair

 

Member profile details

Membership level
Tri-State
First name
Joseph
Middle Initial
A
Last name
Pucci
Suffix
Jr.
Title
Private Wealth Advisor
Company
William Blair
 

XPX ROLE

Chapter Leadership Role
Director at Large & New York Chapter Power of Three & Programming Co-Chair
 

CONTACT INFORMATION

Photo
City
New York
State
New York
 

PROFILE INFORMATION

Profession
  • Wealth Planner
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Capital markets
  • Cash management
  • Charitable giving
  • Compensation
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Fundraising
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Sales
  • Six Sigma
  • Social media
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Agriculture and Mining
  • Business Services
  • Computer and Electronics
  • Consumer Services
  • Education
  • Energy and Utilities
  • Financial Services
  • Government
  • Health, Pharma and Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate and Construction
  • Retail
  • Software and Internet
  • Telecommunications
  • Transportation and Storage
  • Travel, Recreation and Leisure
  • Wholesale and Distribution
Professional Certification(s)
MBA, Columbia University; Six Sigma Black Belt
Transition Planning Certification or Methodology
Holistic, team-oriented planning. We can quarterback or play a slot role.
In Business Since
1935
Call me when...
you are working with a business owner and would like help pulling together an advisory team, or if you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
How to contact
Website
williamblair.com
Client Results
Helping business owners maximize wealth when selling a business. We employ an analytical and team approach to considering wealth creation, multi-generational family planning, and philanthropic goals.
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