Financial Operating Partner, FP&A
Joe joined Graham Partners in 2012. At Graham, Joe works closely with several of Graham’s portfolio companies to help support growth and conduct analyses required to make strategic, financial and operational decisions.
Prior to joining Graham Partners, Joe worked for Phoenix Management Services, Inc., an operationally focused firm providing turnaround management and capital advisory services to middle market companies.
Joe’s past and present board directorships include Chelsea, Henry, Mercer, Transaxle, and VPET.
Joe earned his B.S. in Business Administration with a concentration in Finance from Drexel University. Joe also holds his Series 7, 28, 63, and 79 licenses.
A native of the Philadelphia area, Joe enjoys spending time with his wife and two kids and also playing golf in his spare time. While at Drexel University, Joe was on the varsity golf team, where he was a scholarship athlete.
*Designates employees of Graham Partners Operating Company (GPOC). GPOC is a wholly-owned subsidiary of Graham Partners, Inc. that provides consulting services and coordinates the operations consulting and other services provided by operations executives, industry experts, consultants and outside firms to the Graham Partners portfolio companies, funds, affiliates and other entities. With the exception of personnel designated as employees of GPOC, all Operations Team members are 3rd party contractors who are not employees of Graham Partners, Inc. For further information regarding GPOC, please refer to Part 2A of Graham Partners, Inc.’s Form ADV, available on the Investment Adviser Public Disclosure website.