Joe Puglisi is an accomplished accounting advisory professional with over 30 years of experience providing advisory and business consulting services primarily in the financial services industry. He is dedicated to helping clients navigate the complexities of a constantly evolving and highly regulated environment, ensuring compliance and protection for their businesses.
Prior to joining Integrated Solutions, Joe held leadership positions in national CPA firms, where he specialized in both the SEC and financial services practices. His expertise extends to securities broker-dealers, alternative investment funds, registered investment advisers and 1940 Act Funds and working with clients in the public accounting arena on various aspects of SEC reporting, initial public offerings, and reverse merger transactions.
Joe's passion lies in being a trusted advisor to his clients. He believes that their success is his own, and he thrives on helping them overcome challenges and achieve their goals. With a client-centric approach and a deep understanding of the financial services industry, Joe brings invaluable expertise and a genuine commitment to delivering exceptional service and value.
Beyond his professional accomplishments, Joe is actively involved in giving back to his community. For the past 30 years, he has served as a volunteer firefighter, embodying the spirit of selflessness and dedication.
Joe holds a B.B.A. in Public Accounting from Pace University and is a licensed CPA in both New Jersey and New York.