Joe is an investment professional with more than 30 years of experience in portfolio management, investment analysis, and financial planning. Over the course of his career, he has combined the quantitative skills of managing assets for multi-billion-dollar investment firms with the analytical depth of financial planning. Joe earned his BA in Finance from the University of South Florida and his MBA from the University of Chicago. He is also a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER® professional.