“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.” –Charlie Munger, Berkshire Hathaway
Joe joined the Firm in 2014, providing support to the Investment Committee, including research, and sector, portfolio, and performance analysis. Joe finds the always-evolving environment of investments challenging and gratifying—with every day bringing a fresh opportunity to learn more. To this end, he is currently a Chartered Financial Analyst® Level II candidate and is an investment adviser representative.
Originally from Abbeville, SC, Joe received his B.S. in financial management from Clemson University. Prior to joining Greenwood Capital, he served as a Financial Consultant for AXA Advisors.