In 2002, Joe began his career in finance at UBS Financial Services in Los Angeles. Soon after, he joined the UBS Municipal Bond trading and marketing desk. As an associate director, Joe developed an expertise in bond portfolio management with a focus on trade strategies, portfolio structure and implementation. This background enables Joe to create customized investment strategies and advise high-net- worth individuals and institutional clients with a multi-faceted prospective in wealth management. In addition, Joe frequently delivers presentations regarding markets, economics and fixed income strategies.
In 2004, Joe earned his MBA in financial strategy from Hilton School of Business at Loyola Marymount University. He also earned a Bachelor of Business Administration degree in marketing from LMU. After competing collegiately, Joe played professional baseball with the Minnesota Twins. He currently resides in Rancho Palos Verdes, California, with his wife, Sarah, daughter, Ava, and son, James.