Joe focuses on the firm’s Source / Deal Origination activity and is responsible for sourcing direct acquisition opportunities on behalf of the company’s financial sponsor clients.
Prior to joining CriticalPoint, Joe worked at Avantia, a boutique asset and investment management firm based in Seattle, Washington.
Joe earned a Bachelor of Science in Foreign Affairs from the University of Virginia and a Masters in Finance from Copenhagen Business School. He is a Registered Representative of CriticalPoint Partners, LLC and holds FINRA Series 63 & 79 licenses.
