Joseph ("Joe") joined RVK in 2015 as a Senior Manager Research Analyst and is based in our Portland office. In 2017, he was promoted to Manager Research Consultant. Joe leads the firm's research and due diligence efforts on Real Estate within our Alternative Assets team. Prior to assuming Real Estate coverage at RVK, his responsibilities as a Generalist included: manager evaluation, conducting due diligence, working closely with clients on manager search activities and general market structure projects.
Joe has nearly 20 years of investment experience, spanning buy-side institutional asset managers, most recently in portfolio management and trading at PIMCO. Prior to PIMCO, he worked at STW Fixed Income Management (Schroder Investment Management) for several years. Over his career, he has held senior roles in operations, performance measurement, legal & compliance, and trade flow management.
Joe earned a Bachelor of Science degree in Business Administration, a minor in Economics and a concentration in Finance from Whittier College and an MBA in Finance from the Graziadio School of Business & Management at Pepperdine University. He also holds the Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations.