Joe oversees the firm’s operational and administrative activities and manages the team responsible for investment recordkeeping activities, separate account reporting, and the calculation of various performance analytics.
Investec Ernst & Company
Education & Accreditations
State University of New York at Old Westbury, B.S. in Finance
Fordham University, M.B.A.
Outside of work, when I’m not coaching my kids’ sports teams or doing something active outdoors, I’m usually boating along the south shore of Long Island.