Joe joined Seagate in 2019 to transition its business into fund management. As Chief Operating Officer of Seagate Realty Advisors, LLC (“SRA”), his responsibilities include defining the structure of Funds and Separately Managed Accounts (SMA) for both programmatic and fully discretionary investing, seek committed capital from investors, act as a voting member of SRA’s Investment Committee and oversee the operational aspects of SRA’s management of both Funds and SMAs.
Prior to joining Seagate, Joe served as a Commissioned Officer in the US Army Corps of Engineers, including as a military aide in the Reagan White House. After the Army, he worked in strategy consulting, product development, business development and operational roles for 29 years for some of the leading investment management firms in the United States, including Capital Guardian, Oppenheimer Capital and PIMCO. His most recent role was Managing Director for a leading mortgage investment firm.
Joe graduated from the United States Military Academy at West Point (1983) with a BS in Nuclear Physics and from the Harvard Graduate School of Business Administration (1990) with an MBA. He holds the designation of Chartered Financial Analyst (“CFA”) from the CFA Institute and has served on various school and community boards.