Executive Vice President
Chief Operations Officer & Chief Human Resources Officer
As the Chief Operations Officer and Chief Human Resources Officer, Joe has the important role of overseeing our end-to-end operations functions and the employee experience for a diverse and passionate team of professionals who represent our competitive advantage in the industry and the heart of our company. Prior to his current role, Joe spent 13 years at Fidelity Investments. During his time at Fidelity, Joe served as the chief operating officer for the asset management division with responsibility for the core operational elements of the business including: investment operations, compliance, fiduciary oversight and human resources. Prior to that role, Joe served in a number of other operational and human resources roles within Fidelity including: the head of human resources for asset management; the chief operating officer for Pyramis Global Advisors, a Fidelity Investments company focused on servicing the needs of the institutional marketplace; the head of talent management for asset management; and as an in-house performance consultant, supporting multiple business units within Fidelity. Before joining Fidelity, Joe served as the chief executive officer for SofCheck; the president and chief operating officer for Availant; and a director and practice leader at Cambridge Technology Partners. Joe began his career as a member of the Edison Management program at General Electric.
Joe is a graduate of Dartmouth College. He is also a lecturer at Babson College and remains active with the boards of several local charitable and educational institutions, including serving as a board member for City Year Boston.