Joe is a shareholder and managing partner and brings nearly fifteen years of company research expertise, investment advisory experience, and client relationship building. Joe manages growth portfolios on a discretionary basis. He follows markets closely and has a deep understanding of GPM’s portfolio companies, our GPM Grade Focus List, and companies in advanced consideration as potential portfolio additions. His extensive research involves analyzing company regulatory filings, presentations, news developments, analyst research reports, and other public material. Joe’s experience is leveraged across GPM mission, portfolio strategy, research focus, investment process execution, and client