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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Joe Greco
Founder/ President at PALIO, inc.
Speaker

Profile

Joseph is a performance coach and the Founder of PALIO, Inc., a professional development firm focused on equipping high-performing executives and leadership teams across the financial services, legal, and accounting industries. With a background trading equities as Managing Director on the NYSE, Joe mixes a potent combination of market fluency, leadership insight, and real-world achievement to his work. Through deep, 1:1 coaching and firm-wide leadership engagements, Joseph helps senior professionals confront complexity with clarity, elevate performance, and sharpen their ability to lead, communicate, and execute with urgency. Clients include c-suite stakeholders, managing partners, and emerging leaders seeking to expand their influence, align their teams, and sustain high standards of excellence under pressure. The PALIO Methodology is grounded in behavioral assessments, strategic development plans, and practical performance tools tailored to each engagement. In addition to private coaching, Joe provides numerous keynotes for industry events and leadership summits, delivering insight-driven talks on executive mindset, talent management, effective communication and organic growth. When not locked-in on client-work, Joe can be found in Larchmont, NY, fulfilling his true purpose as dedicated husband and father to five daughters. He is known in his community for leading by example and operating from a mindset of abundance. Trust and honesty are hallmarks of Joe’s personal brand - whether on a stage, mountain, or golf course.

Agenda Sessions

  • NextGen Mentor Mentee Speed Dating

    2:45pm
  • Business Growth Roundtables

    11:15am