B.A. – University of California – Los Angeles
ING Investment Management
Distribution & Sales Leader
Joe joined KCM in 2015 and has 28 years of sales and marketing experience. From 2011 to 2015, he worked at DeMarche Associates as a Consultant. From 2002 to 2006, Joe worked at ING Investment Management as a Senior Vice President – Institutional Sales & Relationship Management. From 1998 to 2002, he worked at Neuberger Berman as a Vice President. From 1992 to 1998, Joe worked at Dreyfus Retirement as a Vice President. From 1989 to 1992, he worked at MassMutual Pension as a Regional Representative.
At KCM, Joe works with investment consultant relations, key account management, institutional distribution, and client service.
Joe received a B.A. from the University of California – Los Angeles. Joe holds a Series 7, Series 26, and Series 66 license.
Years of Experience
Years at KCM
Institutional / Advisor Relations
Registered Investment Advisors and Institutional Clients, contact Joe at: