Client Advisory

Biography

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.

Education

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

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society of Philadelphia
  • Former member of the Men’s Crew Team at San Diego State University
  • Former Vice President, Secretary and Fundraising Officer of the Men’s Crew Team at San Diego State University
  • Former Sports Club Student Council Representative at San Diego State University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.