Portfolio Manager

After a 35-year career in commercial banking, Joe transitioned to the role of Portfolio Manager in 2008 and is actively involved in servicing Defined Contribution retirement plans.

His banking experience included developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank. The common thread throughout his career has been the management of client relationships. Joe has a wealth of experience in the financial services sector and keen sensitivity to clients’ needs.

Joe has a B.S.B.A. degree in Economics from the University of Denver.