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 coordinates the operations consulting services provided by operations executives and outside firms to the Graham Partners portfolio companies and funds. All other individuals are 3rd party contractors. 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.