Joe is a member of the Client Services team responsible for client interactions and assisting in the development and implementation of customized investment strategies. He also provides general support for client engagements, portfolio analysis and fixed income projects.
Joe joined NISA in 2008, and served in roles within Operations and Information Technology before transitioning to the Client Services Group in 2017. Prior to NISA, he was a Financial Advisor at Renaissance Financial. He earned a BSBA in Finance and Banking from the University of Missouri – Columbia and a MBA from Saint Louis University.