Joe is part of the Financial Risk Management Group in Chicago, IL. This group advises corporations and financial institutions on financial and capital markets risk management. In his current role, Joe works with the portfolio management, capital markets and distribution teams to position the Milliman Managed Risk Strategy within the current market and economic environment.
Bringing more than 15 years of investment industry experience to his role, Joe is an analytical thinker and thoughtful communicator with a strong grasp of financial markets, economics and investment products. He has been a regular speaker at industry conferences and been quoted in leading financial publications including The Wall Street Journal, Barron's, Financial Times and Bond Buyer. Prior to joining Milliman in 2015, Joe worked at Invesco PowerShares as an ETF strategist covering their lineup of fixed- and equity-income ETFs. Prior to his strategist role Joe served as PowerShares' manager of educational marketing, where he was responsible for the development of educational investment content directed toward investors and financial advisors.