Expertise

Corporate credit research and fixed income portfolio management and member of the Fixed Income Investment Strategy Team

Experience

Joined FCI Advisors in 2022 with 6 years of experience in the investment industry.

Prior to joining, Joe was a credit research vice president at PPM America in Chicago. He spent 5 years at PPM America as a credit analyst covering a variety of sectors across investment grade and high yield bonds, syndicated bank loans, and private placement debt.

Joe began his career at Deloitte & Touche LLP where he spent 2 years in the audit & assurance group.

Education

BS in Finance, University of Illinois Urbana-Champaign

BS in Accounting, University of Illinois Urbana-Champaign

MAS, Masters of Accounting Science, University of Illinois Urbana-Champaign

Chartered Financial Analyst® charterholder

Certified Public Accountant

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member