Joe is a Managing Director on the Institutional team, with responsibilities for consultant relations, institutional client development, and relationship management. He joined the firm in 2017. With over twenty-five years’ experience, Joe has held senior leadership roles in consultant relations and institutional distribution for boutique, mid-size, and large investment management firms. These firms include Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023), Cupps Capital Management, Glenmede Investment Management, U.S. Trust Company, Banc of America Capital Management and Nuveen. He was admitted to the Bar in Illinois and holds FINRA series 6, 63, and 65 licenses.

Education & Professional Credentials:

• Industry Start: 1991
• Miami University, BS
• University of Illinois-Chicago, JD
• FINRA Series 6, 63, and 65 registrations
• Illinois Board of Bar Examiners