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- Education:
- BS Electrical Engineering and BA Liberal Arts, Rutgers University
- MS Management Rensselaer Poytechnic Institute
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About > Management Team >
Joseph B. Ludwig
President
Office Phone: 617.559.3401
Location: Newton, MA
joeludwig@thebravergroup.com
Joe graduated from Rutgers University, New Brunswick, New Jersey, with a BS in Electrical Engineering and a BA in Liberal Arts. He subsequently received an MS in Management from Rensselaer Polytechnic Institute, Troy, New York.
The first half of Mr. Ludwig`s career was spent in manufacturing, initially with Texas Instruments, Inc. Seventeen years were spent at Fairfield Optical Company, Inc., a small eyeglass frame manufacturer, where Mr. Ludwig was a principal and executive vice president. In 1981, while still at Fairfield, he began managing money for family and friends. In January 1986 Mr. Ludwig registered as an investment adviser with the Securities and Exchange Commission. In December 1987 Mr. Ludwig founded Braver Wealth Management, Inc. with his wife Judith, a CPA and CFP who specialized in personal financial planning for a national CPA firm.
Mr. Ludwig has served as president, director and chairman of the National Association of Active Investment Managers (NAAIM), a national trade association for registered investment adviser firms. He was a member of Vanguard's first Investment Adviser Services Client Council and is currently a director of the New England Sinai Hospital in Stoughton, Massachusetts. In addition, he has published articles in Personal Financial Planning, AAII Journal (American Association of Individual Investors), Boston Business Journal, and Massachusetts Lawyers Weekly and has been quoted in Forbes. He has also served as an expert witness in a law suit between two investment advisors.
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