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Brian Joseph has a work experience that includes positions at Ancora Holdings Group, Goldman Sachs, and BNY Mellon. At Ancora Holdings Group, they worked as an Associate from 2019 to 2020, and then as a Vice President starting in 2020. Prior to that, they worked as an Analyst at Goldman Sachs from 2017 to 2019, and at BNY Mellon from 2016 to 2017.

Brian Joseph completed their Bachelor of Science in Business Administration with a focus on Entrepreneurship at the University of Dayton from 2012 to 2016. Prior to that, they attended Saint Ignatius High School from 2008 to 2012. In terms of additional certifications, Brian obtained the Series 7 - General Financial Securities Representative License from FINRA in 2015, the Series 63 - Uniform Securities State Law License from NASAA in 2016, and the SIE - Securities Industry Essentials certification from FINRA (year uncertain).