Joe is the Founding Partner of AndCo. He has long advocated greater transparency in the investment consulting industry and championed the independent consulting model. Joe currently provides guidance and acts as a resource to the Executive Team and specifically the CEO. He speaks at industry conferences, attends select client meetings and supports all initiatives of the firm.
Bachelor of Business Administration, Business and Economics, University of Mississippi
Certified Investment Management Analyst, IMCA program, Wharton School-University of Pennsylvania
Elder of First Presbyterian Church
President of the Rotary Club
Board President of the Boys & Girls Club