Joe services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. Prior to joining the firm in 2021, he was a Vice President and Managing Director for Fidelity Investments. Joe’s industry experience also includes serving as a Vice President and Relationship Manager for Putnam Investments. He earned a BA from the University of Massachusetts – Boston in Political Science and Public Policy. Joe volunteers as a judge for InvestWrite, a national writing competition offered to teachers and students participating in The Stock Market Game. His interests include enjoying all Colorado and the West have to offer.
