Joe joined Crestwood in 2023 and serves as an investment research analyst.

As a member of the research team, Joe provides support to the team by researching mutual funds and ETFs, helping to determine investment allocations, and by assisting in research efforts for individual stocks.

Joe earned bachelor’s degrees in finance, economics, and political science from the University of Rhode Island. He also holds the Chartered Financial Analyst designation.

Joe was born and raised in Rhode Island. He enjoys being active and all things outdoors – including hiking and snowboarding.