Joe Barrios

Joe brings a background spanning institutional asset management and private investment platforms to his role as Director of Business Development at Heritage Financial Counselors. He is passionate about helping families build, preserve and transition wealth across generations.

Joe began his career at Fiduciary Trust, working with ultra-high-net-worth families, foundations and endowments to execute portfolio strategy, trust and estate administration and financial planning. He later joined a private multi-family office specializing in real estate and infrastructure investments, including renewable energy projects, where he focused on deal structuring, alternative asset management and long-term capital stewardship.

At Heritage, Joe leads business development efforts and works closely with clients and the broader team to bring clarity and structure to strategic financial decisions. He enjoys helping clients understand complex investment concepts, navigate transitional life stages and align their financial resources with their long-term goals.

Joe graduated with a BS in Finance from the University at Buffalo and is an Investment Adviser Representative (Series 65).

Outside of work, he enjoys golf, exploring new restaurants and spending time with family and friends.

Licenses and Designations

• FINRA Series 65 (Uniform Investment Adviser Law Examination)