Joe is a Managing Director and has been with the Firm for more than 15 years. He advises institutions on security selection, analysis and risk.
Joe has more than 20 years of institutional fixed income trading experience covering investment advisors, asset managers, community and regional banks, credit unions, municipalities and broker-dealer networks.
After graduating with a B.S. in Economics from Colby College, Joe developed fixed income trading experience with Waterhouse Securities, Salomon Brothers and Smith Barney in New York. After moving to Boston, he continued in the fixed income trading departments of Spear, Leeds & Kellogg, and Hoenig & Company before joining Northern Capital in 2002.
Registrations & Qualifications
FINRA Series 7 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Examination
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