Joe’s role as a Senior Associate includes support for the execution of both Sell-side and Buy-side transactions focused on lower middle market companies.
Joe previously worked as a Senior Equity Research Associate with experience covering the Consumer Staples, Discretionary, and Health Care Sectors. He holds FINRA Series 62, 63, 79 and SIE® (Securities Industry Essential) licenses. In addition, Joe is a CFA® Charterholder and a Certified Management Accountant (CMA®).
