Joe joined Seven Bridges in 2013 and currently is the Chief Financial Officer and Chief Compliance Officer. In addition to Compliance, he is responsible for the oversight of the Client Reporting team and certain management company functions. Prior to Seven Bridges, Joe was an analyst at PRINCO helping to manage the investments for the Princeton University Endowment. Specifically, Joe was responsible for leading the operational due diligence for investments and helping to oversee the daily cash flows for the $25+ billion dollar endowment.
Previously, Joe was part of the prime brokerage division at Goldman Sachs administering external hedge funds and conducting daily profit/loss, cash reconciliation and monthly NAV calculations. Joe started his career at Ernst and Young in audit focusing on general controls and business process improvements for financial services companies.
Joe received a B.S. in Accounting and a B.B.A in Management Information Systems from Villanova University. Joe is currently a Certified Public Accountant in New York and Pennsylvania.