Joe is a seasoned financial executive and advisor with more than three decades of experience in investment management, strategic advisory, and enterprise solutions. He currently serves as Managing Partner at Cornerstone Wealth Group, where he has led the firm for over a decade. His career includes leadership roles as Chief Financial Officer and Strategic Advisor at Strategic Project Solutions, as well as founding and managing partnerships at JSRG Capital and Gryphon Capital Management.
In addition to his professional work, Joe serves on the Board of Advisors for Green Visor Capital and contributes his expertise to nonprofit governance as a trustee at Dillard University. He is also a member of the Obama Scholars Advisory Council at Occidental College, supporting students committed to public service.
Joe earned his MBA from Stanford Graduate School of Business and holds an A.B. in Classics from Stanford University. He is passionate about advancing equity and opportunity through education and innovative financial strategies.