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Team

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Meet the Team

Joe Hardee

Owner/CEO

212.340.6769

Jhardee@jhardeeim.com

Joe is the Chief Executive Officer and Founder of Joe Hardee Investment Management (JHIM). Joe was a First Vice President and Financial Advisor for 27 years at Morgan Stanley and its predecessor firm Smith Barney. He joined Smith...
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Matteo Curley

Client Service Associate

matteo.c@xcelp.com

Matteo is an emerging Client Service Associate currently working out of Cleveland, Ohio. He has previous financial experience working at both Fidelity Investments as a Financial Representative and at Robert W. Baird as a Private Wealth...
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Calum Bashford

Advisor Support

calum.b@xcelp.com

Calum brings over three years of valuable experience in the financial services industry to Xcelsior. Prior to joining Xcelsior, he thrived at Fidelity Investments, where he held multiple roles focused on delivering exceptional client...

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