Broker Check
Joseph McQuaid

Joseph McQuaid

Director of Client Relations

Joe McQuaid’s considerable financial services experience from leadership positions in business development and operations management, along with individual and institutional portfolio management provides indispensable oversight and execution to Canopy Asset Management.

McQuaid’s history with financial institutions Prudential, New York Life and Guggenheim along with Morgan Creek Capital, Pacer ETFs, WealthShield and Eudaimonia Group has generated awards for his work and provided Joe the operational experience to navigate shifting and emerging markets.

A graduate of New York University, McQuaid holds a Series 65 license. He resides with his family in Mount Pleasant, SC. An avid athlete, he enjoys running, mountaineering, triathlons and other endurance challenges.  Joe is currently training to climb Mt. Everest.