Joe is an Associate with Evergreen Advisors. He began his career at T. Rowe Price as an associate in the Investment Data Group working closely with equity and fixed-income trading on investments in newly issued public and private securities. He later transitioned to the Multi-Asset division as an Investment Liaison, serving as a key point of contact for T. Rowe’s Target Date Fund franchise. After T. Rowe Price, Joe worked for Alliance Bernstein as an Associate Portfolio Manager overseeing day-to-day investment activities for several strategies including Sustainable and Thematic Equities, Concentrated US Growth, Emerging Markets Strategic Core, and Financial Services Opportunities.
Joe earned his Bachelor of Science degree in Financial Management from Clemson University with a Corporate Finance emphasis and Accounting minor. Joe is also a CFA charterholder.
Whether it be a golf club, pickleball paddle, or tennis racket, Joe can maneuver them all with ease making him adept at understanding different playing fields and what it takes to adjust to different client situations. This is also true in following all of his favorite sporting teams: Clemson, Ravens, Orioles, and Arsenal.