Joseph is a member of the Investment team at Planning Alliance, where he is actively involved in the portfolio management of the firm's equity and fixed income investments, as well as supporting a range of investment-related projects and operational initiatives. He has over 18 years of experience in portfolio management and trading across various markets and asset classes.
Prior to joining Planning Alliance, Joseph was a managing director at Sunbridge Capital Partners, a Registered Investment Advisory firm he co-founded. Joseph previously worked at Fiera Capital as the Senior Emerging Markets trader and operations head, specializing in APAC securities, helping to manage the firm's mutual funds and separately managed accounts. Joseph earned his BA in Business Administration and Management from Tulane University.
He lives in Woodcliff Lake, New Jersey with his wife and three children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.