Meet Joe

Resident Advisor

Joe is an experienced investment banker with prior senior positions at Cohen & Co/PrinceRidge, StormHarbour Securities, and Fusion Advisory Partners. He has participated in a broad range of public and private M&A transactions, fundraising efforts, and asset management products on the buy and sell sides. Most recently he was the Managing Director, Vice Chairman and Co-COO of Cohen & Co/PrinceRidge LLC, a New York investment bank.

Earlier in his career he founded and led several leading executive search firms focused on the financial services sector – including, McCann Partners, KornFerry International, McCann Choi & Associates, and The Whitney Group. Joe started his career with Bankers Trust Company and Marine Midland Bank/HSBC, and has since worked across the U.S., Europe, Middle East, Latin America and Asia.


  • MBAm Dartmouth’s Amos Tuck School
  • Brokerage qualifications Series 7, 24, 63 and 79

Our experts are always ready to help you

Contact US