Partner & Manager of Investment Operations and Finance
Joe oversees all aspects of investment operations including tax, legal, audit, administration and banking. In addition, Joe manages and executes the firm’s financial and ownership activities. Joe joined Gresham in 2001 as an Associate, became Controller in 2007 and Director of Investment Operations and Finance in 2020.
Prior to Gresham, Joe spent three years in the family office of Henry Crown and Company, responsible for tax accounting and tax filing.
- B.B.A., Accounting, Loyola University Chicago
- Certified Public Accountant®
- Personal Interests: Family, fitness and sports