Partner – Analyst
Joe brings more than 31 years of experience as a securities analyst to his role as a technology sector analyst on the investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T.
Joe earned both his Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York.