Senior Associate - Business Intelligence & Strategy
Joe is a Senior Associate on Business Intelligence and Strategy team, specializing in the software and technology sectors. He is responsible for thesis development, ideas generation, strategic projects within WCP’s portfolio companies, and broader firm initiatives. Joe works alongside the investment team and other members of the Ecosystem, including the Human Capital and Business Development teams.
Joe worked in equity research at Morningstar before joining WCP. He began his career as an auditor at Ernst and Young and subsequently worked in accounting at Northern Trust and Citigroup. Joe holds a BBA and an MS in Accountancy from the University of Notre Dame and an MBA from the University of Chicago Booth School of Business. He also has a CPA designation from the state of Illinois.
Joe is a father to two children and an avid sports fan, and he enjoys exploring new restaurants with his wife.Back to team