Bio

Joe joined Colchester Partners in 2009. At Colchester, Joe is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Joe has also been involved in succession planning and equitization projects for numerous firms. Prior to joining Colchester Partners, Joe was an Associate at de Guardiola Advisors, an investment bank specializing in the investment management industry. Prior to de Guardiola Advisors, Joe was a Consultant at Brockhouse Cooper International, an institutional investment consultant specializing in investment manager research, evaluation and selection. Joe is an Event Vice Chair for the City Year Annual Investment Community Breakfast. Joe received a Bachelor of Arts degree, cum laude, from Connecticut College and a Master of Business Administration degree from The University of Virginia Darden School of Business.