Prior to joining The Optimas Group in 2015, Joseph worked in the banking and hedge fund industries at Northern Trust Corporation in Chicago, serving as a consultant to Citadel Investment Group’s equity trading desks. Joseph developed an in-depth understanding of investment valuation and financial statement analysis during a commercial banking internship at Wells Fargo, and comprehensive knowledge of the financial markets at Group One Trading, one of the world’s premier options market-making firms, located on the floor of the Chicago Board of Options Exchange.
Currently, Joseph advises on investment decisions, strategic direction, portfolio management, and product development for The Optimas Group and for select management teams within our portfolio.
Joseph holds a BSBA in Economics from the Heider College of Business at Creighton University. As part of his course of study, Joseph spent two semesters in rigorous international business programs in Chile and South Korea. While at Creighton, he was on the Dean’s Honor Roll and held leadership positions in both academic and social organizations on-campus.
Joseph resides in Omaha, Nebraska and enjoys tennis, skiing, and traveling in his free time.