Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm
CHARLESTON, S.C.
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September 19, 2024 10:02 AM Eastern Daylight Time
Ballast Rock Private Wealth (“BRPW”), an independent registered investment advisor that provides holistic financial advice to its clients today announced the expansion of its team with the addition of Joe Miller, who joins the firm as a Wealth Advisor based in New Canaan, CT.
With a strong background serving high and ultra-high-net-worth individuals and family office clients, Joe also brings considerable expertise in fixed income and alternative investments, having spent 20 years in High Yield and Distressed corporate credit including Bank Debt and Reorganized Equity. At BRPW, he will work with clients on comprehensive wealth management strategies, including tax mitigation, leveraging trusts, generational asset transfer and philanthropy, among others.
“Joe is a wonderful addition to our team,” said Ballast Rock Private Wealth CEO Andrew Mescon. “Given Joe’s institutional experience, his background and knowledge fit well with our focus on alternative investments. In his role as a financial advisor, Joe has demonstrated a deep understanding of his clients’ needs and has a track record of creating well-rounded plans that align with his client's goals and financial well-being.”
Prior to joining BRPW, Joe was a Financial Advisor at Merrill Lynch. He began his career at Morgan Stanley as a Fixed Income specialist before moving to High Yield and Distressed Corporate Credit trading. After leaving Morgan Stanley in 2009, Joe has had roles across sales, trading, and portfolio management in the High Yield and Distressed Corporate Credit asset class.
“I’m excited to join a firm that truly leads with alternatives, providing clients with investment opportunities typically available only to $100+ million clients,” Miller said. “In a commoditized world of investments, Ballast Rock provides alpha that other advisors and wealth managers simply can’t offer. I look forward to being part of one of the most dynamic and fastest-growing wealth management firms.”
About Ballast Rock Private Wealth
Ballast Rock Private Wealth is an independent Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals. The firm, formed in 2022 by investment management firm Ballast Rock, focuses on offering objective, unbiased guidance with an enhanced focus on alternative investments.
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