Joseph joins the Investment Team as a graduate from the University of Missouri- St. Louis with a major in Finance. He began his financial career two years ago at Morgan Stanley as an Associate assisting stock plan participants with their upcoming vests as well as working on the robo-advisory platform. Prior to Morgan Stanley, Joseph held multiple equity research internships back home in St. Louis, Missouri. His responsibilities include implementing, creating, and rebalancing portfolios, as well as, providing various research needed for the Investment Team. Joseph is CFA Level II Candidate.