Principal

Joe is a Portfolio Manager and a member of the Investment Committee.  Joe is a founder of Samson.

Most recently, Joe was a Senior Portfolio Manager with the Offit Investment Group (formerly OFFITBANK), focusing primarily on structuring and managing municipal bond portfolios for high net worth individuals.  Joe is also an equity analyst and was responsible for the firm’s allocation to stocks and equity mutual funds. 

Previously, Joe was the Director for the Sanwa Bank’s U.S. tax group.  Prior to that, he was a manager in KPMG’s International Bank Tax Consulting and Compliance group, with responsibility for a number of their largest European and Asian banking clients. 

Joe received his BA and MA in Middle Eastern Studies and Economics from Georgetown University in 1980, an MBA in Finance from the Wharton School of the University of Pennsylvania in 1984, and an MS in Accounting from the University of Virginia in 1991.  Joe is a CFA charterholder.