Joe supports our firm’s investment research capabilities by performing in-depth analysis on investment managers including analyzing manager style, strategy, and execution. He evaluates a fund’s ability to generate desired investment returns and suggests managers to be included in client portfolios. He also assists in developing the firm’s economic and financial market outlook. Joe specializes in foreign equity and alternatives managers.
Joe earned his B.S. in Business Administration from the University of Dayton with a double major in Finance and Accounting. Joe is a Level I CFA candidate.
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