Bio

Joe joined Peppertree Capital Management, Inc. in 2023 as Chief Financial Officer. Prior to joining Peppertree, Joe spent over 6 years at The Riverside Company, most recently as an Associate Director, Finance. He began his career at EY, specializing in the Banking and Capital Markets assurance practice (EY FSO BCM). Joe earned his BS in Accounting from Miami University and his MS in Accounting from The University of Akron. He currently holds a CPA license issued by the Accountancy Board of Ohio.