Joseph (Joe) Medina, CPA

Joseph (Joe) Medina is a Partner at EY (Ernst & Young LLP), specializing in Family Office Advisory Services.12 He has over 14 years of experience in advising multi-generational families on various financial matters.2

Career Progression

Joe's career at EY has seen significant growth:

1. Managing Director: He served as a managing director in EY's Family Office Advisory Services before his promotion to partner.1
2. Partner: Joe was recently promoted to Partner at EY, as announced in one of his LinkedIn posts.4

Prior to joining EY, Joe worked at Deloitte:

• Senior Manager (2011-2019)
• Staff to Manager (2005-2011)3

Education and Expertise

Joe Medina is a Certified Public Accountant (CPA) and received his education from Texas A&M University.13 His areas of expertise include:

• Tax Research
• Accounting
• High Net Worth Individuals
• Tax Accounting
• Estate Planning
• Personal Income Tax Returns5

Focus Areas

As part of EY's Private Client Services in the National Tax department, Joe specializes in advising wealthy families and individuals on complex financial matters.2 His role likely involves providing strategic tax and financial planning advice to high-net-worth clients and family offices.