Joe joined the Office of Investments in 2018. He is responsible for supporting the CIO and investment directors with sourcing, monitoring, due diligence and analysis for all asset classes in all portfolios. Prior to joining Case Western’s Investment Office, Joe worked as an intern for the Cleveland Clinics Investment Office. Before transitioning into investment management, Joe worked as an agent at New York Life Insurance and had a brief stint in the NFL before suffering a career-ending back injury.
Joe holds a Bachelors in Entrepreneurial Studies and Business Management from the University of Iowa and a Masters in Finance from the Weatherhead School of Management at Case Western Reserve University. Joe has passed the CFA Level 1 Exam and plans to sit for the CFA Level 2 Exam.