Joseph Pucci of William Blair is a member of XPX Tri-State

Joseph A Pucci

Private Wealth Advisor

New York, New York

Professional Profile

Call Me When

Call Me When... You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

Contact Method


  • Wealth Manager
  • Professional Certifications

    MBA, Columbia University; Six Sigma Black Belt

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Capital markets
  • Cash management
  • Charitable giving
  • Compensation
  • Entrepreneurship
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Fundraising
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Sales
  • Six Sigma
  • Social media
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Holistic, team-oriented planning. We can quarterback or play a slot role.

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Helping business owners maximize wealth when selling a business. We employ an analytical and team approach to considering wealth creation, multi-generational family planning, and philanthropic goals.



    Member Since

    Member for 13 Years

    Sponsorship Type

    Chapter Leadership Role


    Why I'm a Member of XPX