Joe provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm, Joe was Director of Retirement Plan Services at ORION Investment Advisors and an Investment Consultant with Cambridge Associates. Joe earned a Bachelor’s degree in political science and economics from Michigan State University. He holds the professional designation of Professional Plan Consultant and earned an Executive Education Certificate in the financial stewardship of nonprofit organizations from the John F. Kennedy School of Government at Harvard University. Joe volunteers his time with several community organizations and served on the Board of the Autism Society of Northern Virginia. He enjoys playing lacrosse, coaching his children’s sports teams and running obstacle races with his wife.
