Senior Investment Officer
As a member of the investment team, Joe focuses on performing detailed investment research and sits on the firm’s investment committee. He assists with the implementation of Sage’s investment strategy and helps author economic and market commentary.
Prior to 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 both Accounting and Finance. He is a holder of the Chartered Financial Analyst designation. Currently, he lives in Blue Bell Pennsylvania, enjoys golf, spending time with friends and family, and enjoys volunteering in his spare time.
What inspires you about your job?
Spending time every day seeking to ensure that client portfolios are constructed in the best possible way to achieve or exceed their financial goals.
What professional accomplishments are you most proud of?
Helping clients navigate the economic uncertainty of 2020 and the associate volatility in the financial markets.
