Joseph is a Senior Portfolio Manager at MacNicol & Associates focused on Real Estate, Private Equity, Hedge Funds and alternative asset class strategies. Joseph has over fifteen years of professional experience in asset management and private investment counseling. Prior to joining MacNicol & Associates, Joseph was a Portfolio Manager with a Global Macro ETF strategist and a boutique style investment counseling firm focused on publicly traded dividend paying stocks.
Earlier in his career Joseph worked for a bank-owned investment counseling and asset management firm. Joseph is a CFA Charter holder (2005 and obtained his Derivatives Market Specialist and FCSI designations from the Canadian Securities Institute in 2006. Joseph is a graduate of the University of Toronto where he earned a B.Sc. in 1999.
Joseph lives in Toronto and has past experience teaching college-level investment courses.