Joe is the Director of Business Development at Akos Advisors. He brings over 16 years of experience across investment banking, wealth management, and asset management, advising institutional and high-net-worth clients on complex financial strategies and relationship management.

Before Akos, Joe was a Director of Business Development at Crestone Advisors and a Vice President at Capital Clarity, where he sourced and executed middle-market M&A opportunities, particularly in the technology and healthcare IT sectors. He previously held roles at Brandes Investment Partners, Morgan Stanley, and Citi, where he advised institutional and high-net-worth clients on investment strategies and relationship management. Joe earned his B.B.A. in Finance and Marketing from the University of Rhode Island.