PROFILE



Joe is a senior investment strategist focused primarily on the US retail channel and the firm's active equity Small Mid Cap investment team and is involved in the team's daily activity without stock decision-making responsibility. He is responsible for communicating the team's strategies to clients, prospective clients and consultants, serving as the critical interface between client-facing staff and the investment team. In this role, Joe guides the messaging and positioning of investment strategies, helping to create marketing materials and content, responding to investment-related client inquiries, and ensuring relevant investment insights of the portfolio management teams are delivered internally and externally in a timely, effective way. Previously at the firm, Joe was a product manager, providing market research, analysis and project support to enhance the development and promotion of the firm's products and capabilities. Before that role, he was a client service analyst, responsible for generating a diverse range of analytical data and client reporting materials. Prior to joining the firm, Joe was a senior portfolio accountant at Standish, where he was responsible for account maintenance, trade processing, cash and asset reconciliations. He also previously served as a trust specialist at Mellon Financial Corp. Joe received a BA in finance from Bryant University and an MBA from Bentley University.
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