Joseph P. Roberts, Jr., CLU, Managing Partner
As Managing Partner, Joe leads the strategic direction of the organization, managing client services, business development and operations. Since joining the firm in 1988, Joe has led its progression from an insurance brokerage into a wealth management organization, serving generations of clients exclusively with specialist professional partners from the financial services field.
Joe is equally dedicated to serving local communities through Sports Based Youth Development. After graduating from The Boston University School of Management, where he captained the baseball team and recognized as a Greater Boston Collegiate League All Star, Joe founded Terriers Sports. Over the past twenty-five years, Terriers has provided thousands of local children a variety of great experiences through programs designed to let kids relax and enjoy a blend of free play and team sports. A Coaching and Leadership Development program provides over 100 middle and high school student coaches with meaningful learning experiences each year.
Joe has served The Wellesley Little League Baseball program since 1989 as a coach, member of The Board of Directors and President. In 2007, Joe completed a multi-year effort to build brick dugouts and install lights at Wellesley’s Reidy Field. Upon completion, The Wellesley Townsman named Joe to "The Townsman 10" in honor of his years of contributions to the local community.
In 2014, Joe channeled his coaching experiences to create Community Investors, a non-profit organization dedicated to improving the physical and mental health and wellness of children through After School Sports Based Youth Development. In just five semesters, over three hundred middle school students have enjoyed flag football, soccer, basketball and dodgeball. Community Investors also served as Fiscal Agent for The Wellesley Field Fund, a public-private partnership to renovate the Wellesley High School Track & Field.