Joe is the Director of Research for the Retirement & Investment Solutions practice of CBIZ, Inc. He is responsible for oversight and coordination of the firm’s investment due diligence processes in both traditional and alternative asset classes. He provides his manager due diligence and portfolio construction perspectives to the firm’s defined contribution, institutional advisory and wealth management businesses.
Joe lives in Dayton, Ohio with his family. In his free time, he enjoys golfing, cooking, traveling, and cheering on the Dayton Flyers.