Partner, Portfolio Manager
Joe joined Principal Street in 2016 as a partner and head of credit research for the High Income Municipal Bond Strategy. Joe worked for Oppenheimer Asset Management from 2014 to 2016 and has worked in asset management since 1992.
Prior to starting at OAM, Joe was at Lord Abbett & Co. for seven years, most recently as Partner and Director of Municipal Bond Research. Prior to Lord Abbett & Co., Joe worked for SMC Fixed Income Management for one year after working as a tax-exempt analyst for 14 years at Merrill Lynch Investment Managers.
Joe earned his bachelor’s degree at Rider University in accounting and finance.