With four years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.
+ Fidelity Investments, Financial Representative
+ Wedgewood Partners, Internship
+ Parkside Financial Bank & Trust, Internship
+ Bachelor of Science in Business Administration, Saint Louis University
+ Chartered Financial Analyst (CFA)®
+ Series 7, 63 (inactive)
Organizational & Community Involvement - Past
+ Save The Animals Foundation, Volunteer
+ Mary Rose Mission, Volunteer
Originally from Tampa, FL where he spent most of his childhood, Joe moved to St. Louis, MO with his family in 2005. After graduating University, Joe moved to the Cincinnati area where he now resides with his fiancé, Rachel and their three-year-old dog, Overton. He enjoys spending time with friends and family, reading about politics and the markets, and when time allows, traveling to see the world.