Joe Fantozzi is an Operations and Compliance Specialist for Premier Path Wealth Partners. Among Joe’s responsibilities are managing both the firm’s internal operations and its investment processes to ensure a positive end result for the firm’s clients. In addition to his role in Operations, Joe supports the Chief Compliance Officer in maintaining robust regulatory practices. With over six years of experience in the financial services industry, Joe brings a detail-oriented, systems-driven approach to assist both firm leadership and clients.
Prior to joining Premier Path, Joe served as Operations Manager and Agency Supervisory Officer at MassMutual, where he oversaw supervisory functions and operational workflows for a large agency. Joe holds both a Bachelor’s degree in Finance and an MBA from Monmouth University. Outside the office, he enjoys spending time with his family, going on walks with his fiancée and dog, and competing in fitness challenges.