Joe brings a varied background of professional experience to the Apex team. Most recently, Joe oversaw JRW Financial where he managed investment portfolios in separate accounts utilizing a value-oriented equity investment approach. He has contributed equity research and investment analyses to several publications, including The Manual of Ideas, a value investing publication read by leading value-oriented portfolio and hedge fund managers.
Joe served the Department of Defense as an attorney for 7 years practicing government contracting and federal procurement litigation, where he twice received the Superior Civilian Service Award for outstanding legal service, and he is a member of the state bars of Pennsylvania and New Jersey.
Joe received his Juris Doctor from The Catholic University of America – Columbus School of Law in 2008, and his B.A. in Political Science and History, cum laude, from Loyola University Maryland in 2005. Joe is a member of the Board of Directors of the Greater BucksMont Chamber of Commerce.
In his free time, Joe enjoys playing golf and softball, reading biographies, and spending time with his wife, Bridget, and twin daughters Ellen and Olivia.