Joe graduated from Harvard University with a Bachelor of Arts in History; he also received his MBA / MIM from the Arizona State / Thunderbird Global School of Management
Joe manages marketing & business development activities that focus both nationally as well as across Texas & the Southwest Region. Joe works closely with various client segments in the financial services industry including private equity, venture capital, family offices, hedge funds & banking – both commercial & investment.
Prior to joining Chapman Hext & Company, Joe served as Regional Director, Private Equity Business Development for BDO USA LLP. His responsibilities included leading PE business development & marketing efforts in both the SE & SW US Region. Joe played an important role in managing & developing BDO’s $1.3B core business in North America.
Joe has been asked to speak to both internal & external groups as well as train colleagues on best practices related to marketing & business development. Joe moderated several expert panels of Private Equity & Investment Banking professionals at the 2017 BDO International Corporate Finance Meeting of the Americas in Miami, Fl. As a guest speaker at the BDO National Conference in 2017 in Nashville, TN – Joe provided training & shared best practices for business development with BDO Partners in their Transaction Advisory Practice.
Greater Dallas Chamber of Commerce – Director, International Economic Development
Carrollton-Farmer’s Branch Independent School District – Volunteer