Experience 24 Years
Joe serves as a portfolio manager for GW&K’s Small Cap and Small/Mid Cap Growth Strategies and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology.
Prior to joining GW&K in 2008, Joe held research analyst positions at Citizens Funds and Needham & Company, and was a research associate at Tucker Anthony.
Joe received an AB in Economics from Harvard College. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.
Taking a long-term approach is a hallmark of GW&K’s investment strategies, but that focus also permeates the firm. Taking the long view manifests itself in being patient and diligent about finding individuals who enhance our culture, and remaining committed to our people and principles, especially during periods of stress. When an organization stands by its people, it makes it much easier for them to stand by their clients.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article