Director of Business Development
Joe is Director of Business Development, responsible for developing institutional relationships with intermediaries including consultants and plan sponsors.
Prior to joining SGA in 2005, Joe was Managing Director at AMIC Distribution Partners, Inc., and worked as a marketer for the predecessor firm since 2002. Joe began his career as a commodities trader at Cambridge & Company in Chicago while attending college. After moving to New York to get his securities licenses at Lehman Brothers Kuhn Loeb, Joe spent the next ten years at Chemical Securities, trading futures and fixed income investments, eventually running their government agency bond dealer desk. In 1990 Joe moved to the equity asset management side of the business, and for nearly a decade marketed active domestic equity and enhanced international index products at Axe-Houghton Associates, Inc.
Joe has a B.A. in Economics from Northwestern University.