Joe joined RVK in 2010 and is located in our Portland office. As RVK’s Co-Director of Investment Manager Research, he co-leads our team of Research Consultants who serve as practice experts for their assigned asset class. Each Consultant determines the most appropriate managers for each client assignment as well as the efficacy of firms currently managing assets for clients. He previously served as Director of Equity Research with coverage across regions, both active and passive.
Prior to joining RVK, Joe worked for a Portland-based registered investment advisor as a portfolio manager, research analyst, and trader.
Joe is a graduate of the University of Portland and has a Bachelor of Business Administration degree (maxima cum laude) with a concentration in Finance. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Portland. He is a shareholder of the firm.