Joe joined Fiducient Advisors in 2008. He provides investment consulting services to family offices, nonprofit organizations, high net worth investors and other financial institutions as part of the firm’s Outsource Chief Investment Officer (OCIO) practice. Joe gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.
Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a member of UNICEF’s NextGen Junior Board and The University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as Co-President of the University of Chicago Booth School of Business Alumni Club.