Joseph Mansoor

Managing Partner, Director of Wealth Management

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Joe is a proud alumnus of Brother Rice High School and Oakland University.  Prior to joining Spartan Wealth Management, Joe was with UBS for 7 years and spent 5 years at J.P. Morgan Chase as a Private Client Banker.  Joe was recognized as a national achiever three times representing Chase’s top ten percent of bankers.  As the Director of Wealth Management, Joe is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all their financial needs – retirement planning, insurance, wealth transfer, lending in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation. 

Outside of work, Joe loves spending time with his wife, Shanelle and their three daughters, Sienna, Juliette, and Ruby. Joe loves to golf, travel, and is a loyal fan of all Detroit sports. Cooking in the kitchen and on the Big Green Egg is also a passion of his.

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