Joe Rokowski is a seasoned professional who loves to solve problems, motivate teams, and drive hard for results. He is a long-time veteran in the wealth management space and within the broader financial services sector. He has held numerous executive positions over his career,. His longest tenure was as President & CEO of The MassMutual Trust Company. This is a Private Client Group affiliated with a large Fortune 100 Company. During his tenure he transformed the business from a marginal earning contributor to a significant and visible entity. He helped grow sales and AUM ten times over a 12-year period. He also held executive roles in Finance, Life Sales, Technology & Project Management, and Sales & Marketing.
In 2020…
Joe founded North Star Consulting. Which is a leadership and strategic consulting firm with deep roots and experience in wealth management and insurance. His clients were banks, RIAs, and Trust entities. In this role, Joe focused on helping firms grow by creating viable long-term strategies and operational plans. He also instituted new strategies to grow assets and revenues, strategies to create new distribution channels. And, also created organizational models to position firms for success.
In 2024…
Joe joined Barnum Financial Group based in Southern Connecticut. Barnum is among the top echelon of sales offices in the Northeast. They have 350 financial advisors, 100 sales support staff, and 130 employees. Joe is Chief of Human Capital. He is responsible for readying the firm, from a people perspective, for current and expected firm growth.
Joe earned his BA from the Isenberg School of Management at the University of Massachusetts, Amherst. An element of this undergraduate program included a full year study of international economics at the University of Kent in Canterbury, England. He secured an MBA from Western New England University. He holds Series 6, 7, 24, 26, and 63 with FINRA along with a life and health insurance license. Joe holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations with the American College and the Professional in Human Resources (PHR) designation. He is a member of the National Society of Human Resource Management (SRHM) association.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
