As Chief Investment Officer, Joe leads portfolio management, trading, research and market analysis for the firm’s advisor teams and clients. In addition, Joe collaborates to deliver comprehensive financial planning to client families and their related businesses.
Joe brings 20 years of extensive experience and deep analytical skills in security selection and portfolio construction. Most recently Joe worked as portfolio manager for Nuveen’s International equity division where he developed a retail and institutional fund, growing from $1mln in seed money to $4.5bln in assets. Prior to Nuveen, Joe began his career with Howard Capital constructing portfolios for high-net-worth clients.Joe received his M.B.A from Graziadio School of Business at Pepperdine University, and a B.A. in Political Science at U.C. Santa Barbara. Joe is a registered investment advisor with US Security and Exchange commission. Joe lives in Santa Barbara with his wife and two children. When he’s not working, Joe coaches AYSO teams, skis, attends UCSB games as a proud Gaucho and competes in Ironman triathlon races for fun.