Joe graduated from the University of Wisconsin, and later the John Marshall Law School and the University of Denver’s Graduate Tax Law Program. After practicing tax law in Denver, Joe switched careers moving into the investment arena.
Joe worked at JP Morgan as an Investment Specialist, and later served in a leadership capacity at Key Private Bank and First Western Trust.
Joe’s practice at Capital Asset Management is focused on a limited number of High Net Worth individuals and business owners. A Series 65 registration holder, he partners with his clients’ families and their other trusted advisors to deliver a high-level service and expertise across a variety of wealth issues.
Joe and his wife have five adult daughters, live in the foothills outside of Denver, and he is Trustee on the board of The Colorado Ballet.