Senior Managing Director
Joe is the head of Private Banking for Abbot Downing. Joe joined the Abbot Downing team in April 2012.
Prior to Abbot Downing, Joe was a managing director in Wells Fargo’s Financial Sponsors Portfolio Management Group where he led a team that managed a portfolio of complex transactions related to investment banking and traditional commercial lending. Prior to joining Wells Fargo, he worked nine years at Royal Bank of Canada Capital Markets where he was a principal in Investment Banking. Earlier in his career he served in leadership roles at Deloitte Consulting LLP and Charter Medical Corp.
Joe is a SAFE-registered mortgage loan originator (NMLSR ID 908170).
Joe earned a master’s degree from Xavier University in Cincinnati, Ohio, and a bachelor’s degree from Concordia College in Moorhead, Minnesota.
Joe and his wife, Tammi, live in Scottsdale, Arizona, and enjoy spending time with their family and friends.