Joe joined .406 as a Controller in 2019, supporting the team in all aspects of investing, portfolio reporting and the daily financial management functions. He brings seven years of private equity and venture capital experience, with a diversified background in finance and M&A.
Prior to joining .406, Joe was a Senior Manager at Summit Partners, a private equity firm focused on growth and venture stage healthcare, technology and consumer companies. He was actively involved in all of Summit’s finance functions, including fund management, portfolio company reporting and equity valuation.
Before Summit, Joe was a Senior Associate at PricewaterhouseCoopers in their Life Science and Pharmaceutical group.
Joe holds an MBA from The University of North Carolina’s Kenan-Flagler Business School and a BS in Accounting from Stonehill College. In addition, Joe is a CPA.
as an extension of their core team, working in collaboration to achieve success
Not living up to potential
Any athlete autobiography
Maui, Hawaii – best place on Earth
A small town, about 30 minutes north of Boston
Georgia Bulldogs - Go Dawgs!
standing still, I am constantly searching for a new challenge
Communication and trust
Determination and the love of the process
Spending time with my family/friends and watching college football
I enjoy it all, but you will find me listening to sports talk radio any chance I get
I get to work with the smartest entrepreneurs and investors in the world on a daily basis; there isn’t a better industry to grow as a professional and person
I take my chocolate lab, Maddie, to the dog park
Completing a full-distance Ironman triathlon
Hard work pays off
Joey / Joe, either one works for me