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Joseph is a Senior Associate in the Pennsylvania office.

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. Prior to joining Permit, Joe was an Investment Analyst at Pension Consultants, Inc., where he assisted with the manager research process for the firm’s defined benefit and defined contribution clients. Earlier, he spent time as a proprietary trader at Chimera Securities. Joe’s prior experience includes due diligence on direct real estate and other alternative investments at Independent Financial Group, as well as risk management and reporting for institutional alternative assets at TorreyCove Capital Partners.

Joe received his B.S. in Finance from San Diego State University, where he spent four years rowing with San Diego State Men’s Crew. During his time with the team, he held various leadership positions, including vice president, secretary, fundraising officer, and Sports Club Student Council Representative. He holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Philadelphia.

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