Joe is an Analyst and based in the US. Joe joined Portico in 2021 and is responsible for supporting transaction execution across the firm’s software, data, and analytics verticals. Prior to joining Portico, Joe worked on the investment team at Sunny River Management. Prior to that, he worked for Piper Sandler where he advised clients on mergers & acquisitions primarily within the packaging and business services sectors.
Joe holds a BS in Financial Management from the Clemson University Honors College where he graduated Cum Laude.
Senior Executive Assistant