Joe joined the Harbor View team in 2011 and is responsible for sourcing and executing new transactions.  He acts as a technology generalist serving such areas as SaaS, Business Services, Human Capital Management, Marketing Services, and Social Media. 

Prior to joining Harbor View, Joe was an Analyst in the Smart Ventures LP consulting group where he developed multi-year financial models used to analyze client sales and marketing practices and make recommendations for improvements.  Joe also worked as an Analyst in the Technology Investment Banking Group at ThinkEquity, where he advised on and executed financial and strategic transactions for such companies as Active Network, Cellmania, Fortinet, MediaMind, OpenTable, and XOOM.  Joe began his career in the Global Technology Group at UBS Investment Bank.

Joe received a Bachelor in Business Administration with a concentration in Finance and a Bachelor of Arts in French at Southern Methodist University.  He graduated Summa Cum Laude and finished with a Business Honors designation.  He is registered with FINRA and holds Series 7 and 63 licenses.