Joe joined Clearstead in 2019. As a Director, Joe leads institutional client relationships with a focus on Endowments and Foundations. Joe’s responsibilities include leading the Institutional Consulting Team’s investment software practices, conducting asset allocation and spending policy analysis, and assisting with research-oriented tasks such as manager searches and the formulation of Clearstead’s capital market assumptions.

Joe graduated cum laude with a B.S.B.A in Finance and Economics from John Carroll University. Joe is a CFA Charterholder and a Chartered Alternative Investment Analyst.