Joe brings a deep financial background and 8+ years of consulting experience to bear in helping investors and companies drive transformation processes, predominantly in the Technology industry. His work spans several areas of performance improvement and PE value creation, often in a transaction context.
Before transitioning to consulting, Joe worked as a research analyst at AllianceBernstein in New York City, focused on corporate credit investments. In parallel with passing all levels of the CFA exams, his responsibilities spanned portfolio management, quantitative research, and fundamental credit analysis. Prior to joining AlixPartners, he worked as a strategy consultant based in Chicago.
Joe holds a B.A. in Economics from the University of Chicago, and an MBA with Honors from the University of Chicago Booth School of Business.