Joseph D. Roberts

Mr. Joseph D.
Roberts is a Client Portfolio Manager at Zeke Capital Advisors LLC.
He is a member of the State Bars of Pennsylvania and New Jersey, and the Tax Section of the American Bar Association.
He is also a Committee Member of the Philadelphia Estate Planning Council.
He is actively involved in several support organizations including Back on My Feet Philadelphia and Ecology Florida.
Prior to joining Zeke, he worked at Wells Fargo Private Bank and Abbot Downing where he advised families of unique wealth on their financial needs including asset management, fiduciary administration, tax, wealth transfer and risk mitigation.
He started his career at PricewaterhouseCoopers in the Private Financial Services consulting group, specializing in tax law related to high-net worth individuals along with privately-held businesses.
He earned his juris doctorate and master's degree in taxation from the Villanova University School of Law and his bachelor's degree from the University of South Florida.