Joe joined the firm as a senior portfolio manager in 2004. He manages portfolios for individuals and families, and participates significantly in the firm’s equity research effort.

Joe came to the firm following a twenty year investment career with a leading Southern bank, where he most recently served as managed equities director. During a bank-wide restructuring process, Joe was selected to design and manage one of five equity investment style disciplines that were implemented throughout the Personal Asset Management Division of the bank. Prior to heading up the Value discipline, he managed the Family Wealth Group of Atlanta portfolio managers. Prior to serving as a Portfolio Manager, Joe spent six years as a credit analyst and investment accountant in the insurance industry.

Joe was raised in Atlanta, attended Marist School and graduated from Centre College of Kentucky with an Economics degree in 1978. He earned the Chartered Financial Analyst (CFA) designation in 1984.

Joe and his wife Laurie, a technology consultant, have one son. Joe is an avid music fan and hosted a weekly jazz program on a local radio station for many years. He also enjoys woodworking, hiking and golf.