Bio

Joe has a diverse background painting his career as a financial advisor, portfolio manager, entrepreneur and business consultant. Prior to founding Goat Capital, Joe launched a 400 student international school in China teaching both Chinese standards and American common core curriculum. Preceding the school venture, various consulting clientele lead Joe amongst the ranks of supply chain management, ERP systems, marketing directives, management recruitment and international trade. Joe's career began as a financial advisor and portfolio manager at Bank of America - Merrill Lynch where he and his team managed north of $300 million and oversaw a propriety option trading strategy. During his tenure, Joe also managed multiple ESOP and business 401(k) plans in addition to closing several secured business bank loans. Joe received his B.A. in Finance at the University of Minnesota - Duluth. When not in the office or abroad you will find him hiking somewhere between the Arizona Sonoran Desert and Montana's Beartooth Wilderness.