Joe McDonald

With over 30 years’ experience as a CPA and Chief Financial Officer, Joe’s purpose is to help individuals, organizations and small businesses navigate financial complexity, as they plan and execute upon their overall goals. He does this by focusing first on understanding what his clients are trying to accomplish, and then works with them to develop and execute a strategy to get there.

Joe's academic journey began with earning his bachelor's degree in accounting at the State University of New York at Albany. He went on to earn his MBA at Union College and later completed a doctorate in education at Northeastern University. He has taught accounting, business and strategic management at a number of colleges, and currently serves as a lecturer at Northeastern University. 

Outside of his professional life, Joe is a fitness enthusiast and has a passion for running. He has completed numerous marathons, including the 2013 Boston Marathon, where he experienced firsthand the resilience of the running community. His love for fitness expands beyond running, as he enjoys soccer, weight training, and yoga. 

Joe resides in Niskayuna with his wife, where they raised 3 children who are now off the payroll!