Joseph Simpson

Financial Professional

Office: (716)626-2500

Born and raised in Western New York, Joe is a Certified Public Accountant who graduated magna cum laude with a degree in accounting from Canisius College in Buffalo. He began his career with the independent accounting firm of PriceWaterhouseCoopers prior to joining HSBC Bank, where he started a 30 plus year long career in the financial services and banking industry. Throughout his career at HSBC, Joe held various domestic and international managerial and executive roles in finance and accounting, internal audit and operations for both the bank and HSBC’s registered broker-dealer. He also served as Chief Internal Auditor for legacy First Niagara Bank (now part of Key Bank) as well as a bank based in Southern California. Joe also served as the Director of Enterprise Risk management for a large regional health insurance company and as Finance Director for an organization that worked with care providers and government insurance agencies to coordinate services for developmentally and psychically challenged persons. 

Joe has many personal interests and professional affiliations. He is also a published author. In addition, Joe has supported and served many charitable causes and organizations ranging from equine rescue to Make-A-Wish, where he served for several years as a Board member of the Western New York chapter and as Chairman of its Audit Committee.     


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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