As a Senior Managing Director on the Research team, Joe is responsible for managing Clearstead’s alternative investments platform. His responsibilities include sourcing, evaluating, and monitoring alternative strategies, including hedge funds, real assets, private equity, and private credit. He works closely with clients and consultants to develop and implement alternative investment programs that meet their various needs. In addition to his work with alternatives, Joe plays an integral role in overseeing the firm’s asset allocation framework. He is a voting member of both the firm’s Clearstead Investment Committee and Asset Allocation Committee. Joe has over 15 years of experie