Investment Research Analyst - Investment Management and Research
Joe joined Commonwealth in June of 2015 as an operations support specialist in the Service Center. He worked his way up within the Service Center and became a supervisor in 2021 before transitioning to his current role in 2022 as an investment research analyst covering fixed income on our Investment Management & Research team. In this role, Joe is primarily responsible for assisting advisors with fixed income portfolio reviews, including the analysis of individual corporate and municipal bonds. Joe graduated from UMass Amherst with a bachelor's degree in finance. He holds his FINRA Series 7, 24, and 66 securities registrations and is working toward becoming a CFA® charterholder. Outside of work, Joe loves spending time with friends and family and hosting gatherings with his wife. He enjoys hiking, camping, and pretty much any outdoor adventure.