Joe is a Senior Investment Strategist with extensive experience in portfolio management, investment research, and due diligence, developing tailored strategies that align with client goals through market analysis, risk management, and asset allocation. Before joining the firm, Joe was an institutional investment consultant at an investment consulting firm specializing in Taft-Hartley pension plans. He has also previously held a key research role at a hedge fund-of-funds, where he contributed to fund strategy development and led editorial work on investment research publications.
Joe is a Chartered Financial Analyst® (CFA®) and has completed the Series 7 Securities Exam. He has earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in mechanical engineering from Oregon State University.
Driven by a passion for helping others, Joe volunteers weekly at Providence St. Vincent Hospital. Outside of work, he enjoys cheering on the Oregon State Beavers, traveling, and spending quality time with his family.
