Joe serves as an Investment Associate, focusing on the firm’s private equity, real estate, and natural resources investment programs. His responsibilities include manager search, research, due diligence, execution and portfolio monitoring. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst (CAIA®) designations.
Prior to joining Gresham’s Investment Team in 2012, Joe worked in various capacities supporting Gresham’s client service function, primarily tracking and reporting on client assets and investment portfolios.
- B.A., Economics, College of the Holy Cross
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
- Member, CFA® Society of Chicago
- Personal Interests: Reading, travel, writing songs and performing with his band