Senior Vice President, Direct Client Investments
Joe directs portfolio management for high net worth individuals. He is a member of the Fixed Income Investment Committee, Equity Index Subcommittee, and Tactical Asset Allocation Committee.
Joe was a co-founder and Principal of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Samson, he worked with individual clients and their advisors to best structure their investment portfolios to suit individual objectives and investment constraints. He was also a member of Samson’s equity allocation committee. Joe was a regular contributor to Samson’s market bulletins and quarterly commentary. He continues in his responsibilities at Fiera Capital, helping decide and direct the Firm’s investment strategy.
Joe directs portfolio management for high net worth individuals. He is a member of the Fixed Income Investment Committee, Equities Allocation Committee, and Tactical Asset Allocation Committee. Prior to joining Samson, Joe was a Senior Portfolio Manager with the Offit Investment Group (formerly OFFITBANK), focusing primarily on structuring and managing municipal bond portfolios for high net worth individuals. Joe is also an equity analyst and was responsible for analyzing and assessing the firm’s allocation to stocks and equity mutual funds. Previously, Joe was the Director for the Sanwa Bank’s U.S. tax group. Prior to that, he was a manager in KPMG’s International Bank Tax Consulting and Compliance group, with responsibility for a number of their largest European and Asian banking clients.
Joe received his BA and MA in Middle Eastern Studies and Economics from Georgetown University in 1980, an MBA in Finance from the Wharton School of the University of Pennsylvania in 1984, and an MS in Accounting from the University of Virginia in 1991. Joe is a CFA charterholder.