Joe Percoco

In this discussion, Joe Percoco, Co-CEO of Titan, a pioneering wealth management firm, reveals how private wealth management has been transformed for everyday investors. He shares insights on the importance of personalized services and transparency in finance. The conversation shifts to diverse investment strategies, emphasizing the integration of assets and real estate opportunities. Percoco also outlines Titan's innovative, cost-efficient approach compared to traditional firms, along with the vital role of effective communication in investment management.

Joe Percoco, Co-founder and Co-CEO of Titan, shares insights from his journey in finance, including lessons from McKinsey and Goldman Sachs. The conversation dives into Titan's mission to democratize high finance for millennials, who are facing significant wealth disparities. Joe discusses innovative investment strategies tailored for new investors, stressing the importance of financial education. He also highlights mentorship lessons that guide his operational framework and strategies for building successful financial teams.