CFA (2003); MBA (Finance) (2005), Rotman School of Business - University of Toronto; BA (Economics) (1998), Wilfrid Laurier University, Canada
Joe is a Senior Portfolio Manager on the RBC North American Equity team at RBC Global Asset Management (RBC GAM). In his current position, Joe’s fund management responsibilities are focused on core, value and income-oriented U.S. equity strategies.
Prior to joining RBC in 2014, he spent 5 years conducting fundamental research across North American and global equities at two independent Canadian asset managers. In 1999, Joe began his investment industry career in the Equity Research group at a major Canadian Bank. He holds a Bachelor of Arts in Economics from Wilfrid Laurier University, an MBA from the University of Toronto and is a CFA charterholder.