Our People
Corporate credit research and fixed income portfolio management and member of the Fixed Income Investment Committee
Joined FCI in 2022 with 6 years of experience in the investment industry.
Prior to joining FCI, 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.
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
CFA Institute, Member
CFA Society Kansas City, Member
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Portfolio Manager, Wealth Strategist
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading
