Joe has been a noteworthy leader in WealthTech for over 15 years, managing teams that developed and delivered exceptional client experiences and specializing in investment analytics and performance reporting products for wealth managers and family offices. Prior to joining F2, Joe was a director at fintech startup Bullet Point Network, where he led data visualization product management and support. Previously, Joe managed the strategic initiative to implement a consolidated performance reporting framework for First Republic Bank's $80 billion private wealth management business and headed the portfolio analytics group at Hall Capital Partners, a $30 billion investment advisor for ultra-high net worth individuals. Joe is located in San Francisco. On the weekends, you might find him feeding wolf eels at the California Academy of Sciences in Golden Gate Park, where he volunteers as an aquarium diver.

What are three words that describe how you do your job?

“Better.” “Faster.” “Smarter.”

What are you most passionate about in your role at F2 Strategy?

I am most passionate about discovering and implementing new solutions that empower advisors and delight clients.

What excites you most about the WealthTech industry right now?

Disruption – it’s finally happening.

Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?

Streamline the processing of unstructured data for alternative investments – think of the data extraction and processing capabilities of Bill.com, QuickBooks, and Turbotax and then apply them to the current labor-intensive and error-prone processes for alternative investment data.