Joe leverages 29 years of experience as a CFA Charter Holder to provide his clients with a deeper level of advisory insight. Joe began his career in 1988 after joining the Asset Management division of Merrill Lynch (MLAM) at their headquarters in Princeton, NJ (NYC Metro Area). In 1991, Joe was promoted to Assistant VP and Portfolio Manager managing money for institutional and high net worth clients. By 1995, Joe was asked to manage the MLAM value portfolio in the Merrill Lynch Consults Program as well as becoming a rotating voting member of the MLAM Investment Committee. During the period between 1995 and 2000, Joe elevated the MLAM portfolio to #1 in equity performance versus the peer group of Large Cap Value Managers.
Joe started Integritas Investment Management, LLC in 2017. His vision for the company centers around research and investment management. Joe earned the CFA® Charter (Chartered Financial Analyst®) in 2003 and has a B.S. in Finance from LSU and an MBA in Finance from St. John's University in New York City.