As an Associate Director, Joseph conducts due diligence on prospective managers and actively covers recommended strategies for the firm. Joseph has been with the firm for over a decade and currently covers strategies in the private credit and credit risk alternatives asset classes. In his role, Joseph serves on Pathstone’s Private Markets Committee.
Prior to joining Pathstone, Joseph was a Research Analyst, Advisor, and member of the Investment Committee at Legacy Family Office.
He graduated Cum Laude from Florida Gulf Coast University with his Bachelor of Science in Finance. Joseph earned his Master of Science in Finance from Florida International University and was the recipient of the FIU Finance Department Director’s Award for Excellence. Joseph is a CFA® charterholder, as well as a member of the CFA Society Naples.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
