Financial Analyst


Joe joined Julius Capital in May 2021 as the firm’s lead Financial Analyst. He assists in deal origination, structuring, and closing.

Prior to joining Julius Capital, Joe served for three years as a team director and campus missionary with the Catholic lay apostolate, FOCUS (The Fellowship of Catholic University Students). His time on campus included outreach at Miami University, the University of Cincinnati, and the University of Virginia.

Before serving with FOCUS, Joe held a number of positions in the investment banking industry. Most recently, he worked as an Investment Analyst for NorthMarq Capital where he raised debt for commercial real estate transactions. He began his career as an Investment Banking Analyst for Wells Fargo Securities.

Joe has held the FINRA Series 79 and Series 63 registrations for his work in investment banking. He graduated with a B.S.B. in Finance from DePaul University in 2014.

He resides in the suburbs of Chicago, IL.

Office | 312.726.5125 x 106

Cell | 630.890.0705




DePaul University | B.S.B.