Joe began his career in investment and wealth management with Sun Life Financial Investments in Boston, where he worked on the team that launched a platform of institutional level investments to international high net worth clients. His experience also includes time at GW&K Investment Management, a fixed income and equity-focused asset management firm where he worked to develop both institutional and high net worth channels, and HarbourVest Partners, a global private equity firm.
Joe came to Freestone in 2018, joining the firm to assist in the introduction of Freestone to new clients, and coordinating our relationships with some of our largest business partners, Seattle area legal and accounting firms, as well as with Fortune 500 companies based in the Pacific Northwest.
Joe earned his MBA, with a concentration in Asset Management, from Boston College, and his BA in Political Science, also from Boston College. He is currently pursuing the Chartered Financial Analyst (CFA ®) designation and is a CFA Level III Candidate.
Joe enjoys exploring the outdoors of the Pacific Northwest with his wife, Ronnie Mae, and dog, Max. When he can't get outside, he spends his time cooking, crafting cocktails, and listening to and playing music. Joe and his wife are avid travelers and enjoy exploring new destinations whenever given the opportunity.
Originally from Boston, Joe established a scholarship fund to provide graduates from his alma mater, Dedham High School, with financial assistance to attend college or university. He is also a life-long Patriots fan.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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