When he wrote the blog, Joseph was Chairman and CEO of FolioDynamix. He led the company’s growth from its inception in 2007 until his departure in January 2018. During his tenure, the company was a fast-growing leader and innovator in the wealth management industry.
Joseph is now High Growth SaaS CEO, Executive & Board Member, and Angel Investor, focused on FinTech, HealthTech and Enterprise Software
With 25 years in the industry, Joe is an established thought leader and entrepreneur known for his vision and ability to evolve technology and investment products to meet the dynamic needs of leaders in the industry.
Prior to launching FolioDynamix, Joe co-founded Placemark Investments, the pioneer in overlay management and standards bearer in delivering highly customized account solutions.
Joe also served as general manager of BISYS WealthSolutions, now owned by Citigroup, and headed up product strategy for CheckFree Investment Services, now Fiserv, where he led product development for CheckFree APL.
Joe is an established authority in investment program design, wealth management technology, business process best practices, and front-, middle- and back-office operations. Joe started his career working for top consulting firms including A.T. Kearney and Ernst & Young LLP, where he served as a financial services strategy consultant and gained critical insights into the complexities of the financial services industry.
Joe holds a B.S. degree from Marquette University and an M.B.A. degree from the University of Texas, Austin McCombs School of Business.