Senior Investment Officer
As Senior Investment Officer, Joe focuses on performing detailed investment research and sits on the firm’s investment committee. He manages the implementation of Sage’s investment strategy and helps author economic and market commentary.
Before joining Sage, Joe worked at the J.P. Morgan Private Bank, most recently as a member of an investment team that advised ultra-high-net-worth individuals and family offices. He was responsible for sourcing new investments, trade execution, and developing market commentary.
Joe graduated from the University of Delaware with a B.S. in Accounting and Finance and an ACP, Advanced Finance, from The Wharton School of the University of Pennsylvania. He is a holder of the Chartered Financial Analyst designation. Currently, he lives in Blue Bell, Pennsylvania, with his wife and daughter and is a member of Ben Franklin Technology Partner’s External Review Committee for early-stage technology investments. Joe enjoys golf, spending time with friends and family, and volunteering in his spare time.
What inspires you about your job?
I am inspired by the opportunity to help ensure that portfolios are constructed in the best possible way for each client. I am passionate about financial markets and driven to help people reach their financial goals.
What professional accomplishments are you most proud of?
Helping clients navigate the economic uncertainty of 2020 and the associated volatility in the financial markets.
