Joseph serves as the Chairman and Chief Executive Officer of Folio Dynamix, Inc. He served as the President of Folio Dynamics, Inc. He served as General Manager of the former BISYS’ WealthSolutions group. With 25 years in the industry, Joe is an established thought leader and entrepreneur known for his vision and ability to evolve technology and investment products to meet the dynamic needs of leaders in the industry. He held executive roles at Citigroup and CheckFree Investment Services. He co-founded Placemark Investments. He served as a Strategy Consultant of A.T. Kearney and Ernst & Young LLP. He is a Member of the Advisory Board of Peridrome Corporation. Joe holds significant experience with institutional money management products and technology and worked for top consulting firms including A.T. Kearney and Ernst & Young LLP as a strategy consultant in financial services. He serves as a Director of Clearpool Group, Inc. Joe received a BS from Marquette University and an MBA from the University of Texas, Austin McCombs School of Business.