Joe oversees all operational aspects of Gresham’s investment partnerships, including workflow, coordination of legal review and capital controls. He is also responsible for financial reporting, budgeting and banking relationships. Joe joined Gresham in 2001 as an Associate and became Controller in 2007. During his six years as an Associate, Joe worked with Advisors in all aspects of Gresham’s wealth management services. He served as Lead Associate and was involved in the development and training of the Associate position.