Joe is a Vice President at Capital Clarity focused on identifying and sourcing new transaction opportunities and managing relationships with financial sponsors, founders and business leadership in the technology and healthcare IT sectors.
Prior to joining Capital Clarity, Joe was a Regional Director in the Private Client Sales Division of Brandes Investment Partners where he provided professional asset management services to investors, brokerage industry professionals, family wealth offices; and consultants. Brandes Investment Partners is an investment advisory firm, managing a variety of global equity and fixed-income assets for investors worldwide.
Previously, Joe was a Financial Planning Associate at Morgan Stanley in New York. Joe worked for a top-tier private wealth management group managing client relationships and business development.
Joe began his career at CitiSmithBarney in 2008 as a sales associate. He supported wealth advisory teams in his New York office with client relationship management, trading support, research; and marketing.
Joe earned his BS from the University of Rhode Island. Outside of work, he can be found surfing at his favorite breaks in San Diego. He also enjoys golf, snowboarding, fly fishing, hiking and scuba diving.
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