Joe is a portfolio analyst lead and works from our Needham, MA office. As a lead, Joe plays a key part in supporting and training new team members. He supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
Joseph attended The University of New Hampshire where he received his bachelor’s degree in finance. Prior to joining FLP, Joseph worked as a customer service representative at MFS Investment Management.