Joe is a member of the Client Services team that provides general support for client engagements, tax-sensitive client engagements, portfolio analysis and other projects. He also supports NISA’s Hedge Portfolio Management Team which is charged with calculating hedge targets for completion mandates and other synthetic overlay programs.
Joe joined NISA’s Operations Group in 2008, transitioned to the Information Technology Group in 2011, and transitioned 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 an MBA from Saint Louis University.