Joe began his career over 50 years ago at Hornblower & Weeks, Hemphill, Noyes & Co. in Charlotte. He then spent 37 years at E.F. Hutton & Co. and its successor firms before joining Baird in 2013.
While at E.F. Hutton, he was appointed Southeast Regional Director by the Investment Advisory Board, where he supervised client portfolios and trained other financial advisors in his pioneering area of expertise, investing through managed accounts. Throughout his career, he has received numerous recognitions and awards. Most notably, he was named to Smith Barney’s Directors Advisory Group, comprised of 12 of the firm’s leading financial advisors who collaborated on various issues with senior management.
Throughout an extensive career in private wealth management, Joe has always been involved in local community organizations and educational institutions. He has served as chairman of the Charlotte Summer Pops Orchestra, the Charlotte Housing Authority Scholarship Fund, and western North Carolina’s Parish Ministry Fund. He headed the investment and executive committees of the Woodberry Forest School Board of Trustees, and in 2014, was presented with the Distinguished Service Award in recognition of his years of dedicated work on behalf of the school. He has also chaired the stewardship committee at Myers Park United Methodist Church, served as Vice Chairman of the Board of Directors for Aldersgate and is an emeritus member of the Duke University Divinity School Board of Visitors.
Joe is a graduate of Woodberry Forest School and Duke University. He and his wife, Carmie, live in Charlotte and have three grown children. Among his many interests outside of work, his favorite is sailing.