Chief Operating Officer, Emeritus, Investment Analyst
Joe is a founder and chief operating officer of Crystal Rock Capital Management, LLC. His investment role included analytic responsibilities for financial and healthcare-related industries.
Prior to forming Crystal Rock, Joe worked in equity sales, covering middle-market hedge funds and investment advisors at Credit Suisse First Boston from 1999 through 2004. Joe transitioned his career towards equities when he joined Lincoln Capital Management (1996 through 1998) as an associate equity analyst with coverage responsibility in the consumer sector.
Prior to joining Lincoln Capital Management Joe was a vice president/executive director at Goldman, Sachs & Company. He worked in New York and London in fixed income sales. Joe’s investment career started at A.G. Becker Paribas in 1981.
Joe holds an M.B.A. from the University of Chicago’s Graduate School of Business and a B.A. in History and Economics from Duke University. Joe held the Chartered Financial Analyst designation.