Joseph Kross, CFP® is a Financial Consultant at Manning & Napier. Originally from the Capital Region, Joe is thrilled to be back in the area after years away. He will be working with our clients in the Capital Region and throughout the Northeast.

As a Financial Consultant, he is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning. 

Joe joined the firm in 2025. Prior to his time at Manning & Napier, he worked at JPMorgan Private Bank in Greenwich, CT and UBS Financial Services in New York, NY. Throughout his extensive experience, he has always worked to understand the client's unique needs and values first so that he is able to build a financial plan customized to their priorities. As a former collegiate athlete, he values a team approach and the support Manning & Napier can offer to his clients – from investing to taxes to estate planning.

On the weekends, Joe can be found on the golf course or spending time with his family. Now that he is back in the Capital Region, he is also excited to find new ways to get involved and give back to the community. 

Joe received a Bachelor of Science degree in Finance & Management from Wagner College. He is a Certified Financial Planner^™ Professional (CFP®) and holds his Series 7, 63, and NYS Life & Health licenses.

Schedule a meeting with Joe

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER^™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.