Joe recently moved to Seattle from Boston, joining Freestone from Cornerstone Advisors. Prior to his move, Joe was with HarbourVest Partners, a global private equity firm, and GW&K Investment Management, a fixed income and equity-focused asset manager, where he supported senior managements’ business development efforts across institutional and high net worth channels. He began his career at Sun Life Financial Investments in 2009, helping the company launch investment platforms to international high net worth clients.
Joe earned his MBA, with a concentration in Asset Management, and his BA in Political Science and Arabic Studies from Boston College.
Joe enjoys exploring the Pacific Northwest with his wife, Ronnie Mae. When he can't get outside, he spends his time cooking, cocktailing and listening to music. Joe is an avid traveler and enjoys exploring new destinations whenever given the opportunity.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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