Joseph is a highly experienced financial professional with over 17 years of experience in private equity, investment banking, family office and wealth management. Joseph has lived and worked in New York, Melbourne and Sydney.

Joseph was most recently the Chief Investment Officer and Managing Director for a large Multi-Family Office, an institutional grade family office designed to grow and protect intergenerational wealth. Joseph established a full-service multi-family office, including wealth management, private banking, operations, and philanthropy. During this time Joseph led all aspects of the build out and implemented the strategies to achieve the families’ and investors goals and objectives. Joseph oversaw a globally diversified asset allocation investment portfolio within equities, debt, private equity and alternatives. This included direct Private Equity investing experience.

Prior to this, Joseph was a Vice President at Credit Suisse, responsible for a broad range of investment products and services tailored to the sophisticated needs of Ultra High Net Worth, Corporate and Institutional clients. This included all facets of investment banking and advisory across complex equity and debt capital market transactions.

Joseph graduated Monash University with a Bachelor of Business (Accounting & Finance) and is a qualified Chartered Accountant.