Senior Portfolio Manager

Joe is no stranger to maximizing any investment opportunity and has the wisdom and experience necessary to ensure both the assets and risk of any client are managed with the utmost integrity.

Prior to joining Sunburst in 2006, Joe was Senior Vice President and Director of Portfolio Management at Southtrust Investment Advisors where he managed a $125,000,000 large cap growth fund. From 1983-1995, he was Senior Vice-President at Sunbank Capital Management in Orlando, Florida. Joe serves as our Chief Economist and Senior Portfolio Manager.

Joe received his Bachelors in Economics from Belmont Abbey College where he was honored with The Wall Street Journal Student Achievement Award as an outstanding economics student.

Joe has been married to his wife, Judy, for 43 years. Together they have three children and six grandchildren. He enjoys spending time with all of his family but especially does his best to catch plenty of college football and basketball games with his son, Kevin.

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