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Joseph S. Lemme

Senior Vice President

Work at Halliday:

Joe joined Halliday Financial in 2012. He is also a partner with Oak Ridge Wealth Strategies.

Joe works with a variety of clients – individuals, families, trusts, business entities – tailoring to each client’s individual requirements and preferences. He invests assets based on their objectives, tolerance for risk, age, and needs.

Portfolio allocations are achieved through in-depth interviews and periodic follow-up meetings or phone conversations. All client portfolios are evaluated at least quarterly, and when larger or more complicated, they’re reviewed monthly.

Joe was instrumental in opening the Sarasota branch of Halliday, and splits his time between Sarasota and the Albany office. Typically, he spends October through May in Sarasota, regularly traveling between the two branches to visit with clients.

Background and education:

Joe holds a Series 7 & 66 Securities license, an Insurance license, and a Florida Real Estate license.

Prior to joining Halliday, Joe served as Vice President of First Niagara Bank Investment Services. He began his career in the financial industry with Morgan Stanley.

Additional information:

Joe lives in Catskill, New York and Sarasota, Florida. He has a son, Ryan, who lives in Baltimore. Joe enjoys golf, tennis, bicycling, and cooking.