Joe Arbona

Joe Arbona is a Senior Client Service Specialist at FEG Investment Advisors, where he supports institutional client relationships through back-office operations, account management, and client service coordination. In his role, he partners closely with advisors, custodians, and clients to implement investment decisions, oversee account onboardings and transitions, and ensure the accurate and timely completion of complex documentation and reporting requirements.

Prior to joining FEG, Joe worked at TD Ameritrade and Empower Retirement as a registered broker, where he supported retail investors and provided guidance across a range of investment products and retirement solutions. This experience provides him with a strong client-facing foundation and a practical understanding of portfolio implementation from both institutional and individual perspectives.

Joe brings experience working across public markets, private equity, and other alternative investments, with expertise in subscription document coordination, cash flow processing, and reconciling custodial and accounting data to support accurate portfolio reporting. He is known for his detail-oriented approach and commitment to clear, proactive communication, helping clients navigate operational complexities with confidence.

Based in Cincinnati, Joe is part of FEG’s Operations team. Outside of work, he enjoys staying active, exploring the city as a newer Cincinnatian, and spending time with his family, including his newlywed wife and puppy.