Joe has over nine years of Wall Street experience at firms including Morgan Stanley and UBS. In addition to his role with Adagio Institute, Joe maintains his position as Vice President in Middle Markets at Morgan Stanley working closely with institutional clients and ultra high net worth families in coordinating investments across all asset classes, including alternative investments; additionally, Joe advises middle market institutional clients providing equity sales coverage. Prior to Morgan Stanley, Joe worked in middle markets at UBS advising both institutions and ultra high net worth families.
Joe graduated from Michigan State University with a Bachelor of Arts degree in interdisciplinary studies in economics. Joe currently serves as Vice President of Finance for the Michigan Epsilon Alumni Volunteer Corporation, a civic board promoting alumni volunteer efforts of Sigma Phi Epsilon.