Joseph L.

Executive, Investment Consultancy Meticulous, analytical, and critically thinking leader with extensive experience in managing relationships of ultra high-net-worth clients, family offices, endowment/foundation and ERISA retirement plan clients relating to all aspects of the investment consulting process. Adept in establishing governance programs, drafting investment policy statements, conducting asset allocation studies, and compiling quarterly performance reports for clients. Proven track-record of success in leading investment and market related research projects to support clients in making data-driven, highly profitable decisions.