Joe is a finance and accounting professional with a focus in the private equity industry. Over the past ten years, he provided accounting and administrative support to small businesses as a sole practitioner. Previously, Joe was Chief Financial Officer at Balance Point Capital and Accounting Manager at Lime Rock Partners, overseeing the reporting and day-to-day activities of private equity funds. Joe began his career at Deloitte, where he gained experience in both the audit and tax departments.
Education
This year we celebrated two decades of partnership, growth, and value creation. Along the way, we built momentum through new platforms and add-ons, team growth, and well-earned recognition.
