Joseph D. (Joe) Blair, CFP ®, CLU
Senior Advisor, The Financial House, Radnor PA Office
Registered Representative, Lincoln Financial Securities
Joe Blair provides comprehensive financial planning, investment services and advice on risk management to individuals and families. Joe seeks to use his skills and experience to help people achieve their life goals, whether for family, business, charity or other purposes.
With an extensive career in banking and capital markets, Joe brings an informed perspective on finance and risk management to his client relationships. Joe began his career in the eighties as an investment banker with Kidder Peabody and Credit Suisse First Boston in New York. He formed his own advisory firm in the 1990’s, working with business owners and institutional investors such as pension funds and endowments. From 1999 to 2004, Joe managed institutional banking, sales, research and trading for a leading regional brokerage firm as Executive Vice President of Advest, Inc. He held executive positions in banking and asset management from 2004 to 2015 for Commerce Bank, WSFS, First Niagara and Univest.
Joe earned his MBA from Stanford Graduate School of Business, a Master’s degree from Harvard Kennedy School/Graduate School of Design and a Bachelor’s degree cum laude from Harvard College. He also taught as an instructor in economics at Harvard. He currently serves on the board of directors of MusicWorks Music Therapy and the National Disability Institute.
Joe and his wife Mary Ann live in Ardmore, Pennsylvania. Although their cat rules the household, Joe hopes also to adopt a dog.