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My favorite quote is:

Luck is what happens when preparation meets opportunity.


                          - Seneca

Joseph Gallo
Client Service Associate/ Jr. Trader


I joined Livian & Co. in July of 2023 as Client Services Associate. I assist with client needs, portfolio management and analysis, and reporting. I recently graduated from Arizona State University with a B.S. in Finance. While at Arizona State, I managed a coffee shop as Campus CEO / Front of House Manager, interned at a Private Wealth Management firm, interned at a Management Consulting firm, and was Treasurer / Philanthropy Chairman of a national fraternity. I currently live in Manhattan with my girlfriend and dog.

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