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.
Much of his day-to-day involves working closely with current client relationships and fostering new ones. His experience in portfolio management combined with knowledge of the relevant Ohio, Kentucky, and other state statutes gives him the ability to serve RedTree’s clients to the fullest.
+ Fidelity Investments
+ Wedgewood Partners
+ Parkside Financial Bank & Trust
+ Bachelor of Science in Economics, Saint Louis University
+ Chartered Financial Analyst (CFA)®
+ Series 7, 63 (inactive)
Organizational & Community Involvement - Past
+ Children's Home of Northern Kentucky (CHNK), Junior Board Member
Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his fiancé, Rachel and their two dogs, Overton and Sable. He enjoys spending time with friends and family, golfing, and when time allows, traveling the world.