Joe joined Kelso in 2021. He spent the preceding two years at Pine Brook Partners, where he was Chief Financial Officer and Chief Compliance Officer. Prior to Pine Brook Partners, Joe was Chief Financial Officer and Chief Compliance Officer of Roundtable Investment Partners/Truvvo Partners for 13 years. Previously, he spent six years at J.P. Morgan, most recently as the Chief Financial Officer of the J.P. Morgan Partners Global Investors fund. After starting his career at PricewaterhouseCoopers, Joe spent three years at The Beacon Group as Assistant Controller.
Joe received an MBA from the Wharton School at the University of Pennsylvania in 2002 and received a B.S. in Accounting, summa cum laude, from Boston College in 1995. He is a Certified Public Accountant.