Portfolio Model specialist, Lead Investment Analyst
Joseph has served as the Lead Investment Analyst for the Hamilton Group since 2022. He specializes in portfolio management and investment research, as well as assists with day-to-day family office operations, model rebalances, investment due diligence and macro-economic research.
Joe is a Denver native and graduated with a B.S. in finance from Metropolitan State University in 2020. He is an Eagle Scout recipient and loves to spend his free time on a golf course, basketball court or ski slope.
Series 7 and Series 66