Joe is a Managing Partner in our New York office, responsible for client relationship development in the Capital Markets, Banking and Wealth Managment segments of the North American Financial Market.
Joe has over 40 years of experience in Financial Services - 19 years as Executive Partner at Capco where he was responsible for the startup and build of Capco’s North American business. He managed the growth of Capco’s business from a hand full of Industry experts to over 1,000 consulting professionals and several hundred million in revenue. Joe has extensive Industry business knowledge in all aspects of Financial Services. Prior to Capco he managed global operations and compliance/control for JPMorgan for 7 years. Joe was a senior Managing partner at Salomon Brothers for 22 years where he managed over 1,300 professionals in Salomon’s global operations and support technology groups worldwide. Joe served as a member and Chairman of SIA (SIFMA) for over 20 years. He led the Industry efforts to reduce Operations risks and post trade process improvements. He also served as a Board Member of EuroClear, Clearstream, DTCC, MBSCC, and the MSRB. Joe was very active with the SEC, NYSE and the NASDR in the development of new regulations designed to improve the safety and soundness of the financial markets.
At TORI, Joe focuses on bringing innovative next-generation solutions to clients. Solutions that will help them be ready for the major changes coming in the financial markets changes that will require a more intense focus on cost reduction, enterprise risk management and controls and client service excellence.