Joe coordinates JAG’s equity research activities and serves as Senior Analyst on JAG’s managed equity strategies. A Chartered Financial Analyst (CFA) since 1995, he has more than two decades of experience in stock selection as an analyst and portfolio manager. Prior to joining JAG, Joe played key research and portfolio management roles for a hedge fund and two managed growth equity strategies.
He graduated Magna Cum Laude from Rockhurst College, which he attended on an academic scholarship, and he earned an MS in Finance from the University of Wisconsin-Madison. He serves as the Chairman of the Investment Committee of St. Louis Arc, a non-profit agency that provides support and services to those with developmental disabilities.