Partner, Summit Trail Advisors
Joe is a Partner at Summit Trail Advisors. Previously, he was a Director with Barclays Capital by way of Lehman Brothers, where he was a Senior Vice President. Joe began his career in financial services in 2001 with Sanford Bernstein where he was a Principal. He was co-founder and CEO of software service company JobPlex, which he sold in early 2001, and prior to that was Senior Vice President of Operations with business services firm EPS Solutions.
Joe serves on the Board of Evolution Risk Partners, Advent USA, Relish Works, Jet Linx and Mac & Mia. Along with his involvement with the Pat Tillman Foundation, Joe’s civic engagement includes board service with the Chicagoland Entrepreneurial Center, 1871, Lurie Children’s Hospital of Chicago (past) and the Illinois Institute of Technology.