Client and Corporate Services


Joe is a Principal in the Pennsylvania office. In his role in the Investment Office, Joe helps formulate the firm’s investment outlook. He supports advisors in portfolio construction with strategic and tactical asset allocations, and delivers insightful research on economic and market developments. Joe also contributes to the firm’s manager research process, searching for best-in-class investment managers across traditional and private markets.
Prior to joining Cerity Partners, Joe served as an Analyst at Permit Capital Advisors, LLC. In that role, he contributed to all aspects of the research process, including due diligence on existing and new managers. Joe’s prior roles included investment research that spanned a range of asset classes, including equities, real estate, and alternative investments.


  • B.S. in Finance from San Diego State University


  • Chartered Financial Analyst®
  • Board Member at H. Del Beekley Foundation
  • Member of the CFA Society of Philadelphia and CFA Society of New York
  • Former member of Men’s Crew at San Diego State University

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