Bio

Throughout Joe’s career, he has focused on corporate finance, investment analysis, mergers & acquisitions and financial sponsor advisory. Prior to AEC Advisors, Joe worked in several corporate finance advisory and investing roles, including as a Vice President at EFCG, an investment associate at a family office, and a Capital Markets Analyst at CIT Group. Joe graduated from Columbia University (MS in Operations Research) and Case Western University (BSE in Mechanical Engineering and BA in Philosophy). He was also the varsity captain of the Case Western tennis team. Joe holds FINRA Series 79, Series 63, and Series 24 licenses and is a Registered Representative of BA Securities, LLC., Member FINRA, SIPC. and AEC Transaction Services LLC, Member FINRA, SIPC.