About Joe Herd

Joseph B. Herd joined Janney Montgomery Scott LLC in 2001 and serves as Executive Vice President/Investments in the Albany, NY office.  He was attracted to Janney because of their client-centric philosophy, dedication to excellent client service, and their superior platform of products of services.  Prior to joining Janney, he began his career in the financial services industry at First Albany Corporation.

With more than 35 years experience in the financial services industry, Joe works at understanding his clients’ needs, and delivering a sound investment strategy that will meet his client’s objectives. 

Joe and his team provide guidance on a wide array of financial matters.  Their approach to investing involves the creation of a long-term investment plan. This plan includes: personal financial planning, retirement planning, estate planning, asset allocation review, and ongoing portfolio analysis.

Joe received his Bachelor’s degree from State University of New York at Buffalo, Master’s from Northern Illinois University, and PhD from Florida State University. Joe currently serves on the Board of Trustees for the AAA Hudson Valley Auto Club.

He and his wife Abbey have four grown children and five grandchildren. In his spare time, Joe enjoys playing golf and tennis, and hiking. Joe and Abbey also enjoy traveling and finding time to spend with their grandchildren.