Joe is a Portfolio Manager at Merit Financial Advisors, co-managing the firm's core and satellite models with a focus on alternative investments, structured products, and thematic equities. He began his career on the trading floor of the Chicago Mercantile Exchange, where he worked for a proprietary trading firm that specialized in interest rate derivatives. Before moving to Merit, he helped provide alternative investment solutions for high-net-worth clients at a boutique broker-dealer. Joe completed his undergraduate studies at the University of Central Florida and later earned a Master's degree in Finance from the University of Miami.