Joe Makepeace, CFA

Joe Makepeace, CFA, has a wealth of experience in the financial services industry. Joe began their career in 2014 as an Associate at Modus21, LLC. In 2015, they joined RiskSpan as a Director, where they remained until 2022 when they moved to Energetic Insurance as Director of Commercial Underwriting.

Joe Makepeace obtained a Bachelor of Science (BS) in Finance from the University of South Carolina - The Moore School of Business. Joe also holds a Chartered Financial Analyst (CFA) certification from the CFA Institute, which they obtained in August 2022.