Joe joined the charity as an Associate Trustee in September 2018 and serves on the Investment Committee.

Joe is Managing Director and Head of Portfolio Solutions at Neuberger Berman.

Prior to joining Neuberger Berman Joe spent 10 years as Head of Portfolio Solutions EMEA and Head of Diversified Alternatives for Morgan Stanley Investment Management. In this role he was a Senior Portfolio Manager for Key Strategic/OCIO mandates, Multi-Asset, Diversified Alternatives funds/mandates and structured solutions. Prior to this Joe spent 10 years in Corporate Defined Pension Plan management as Head of Investments at Shell International and as Head of Fixed Income for IBM Europe Retirement plans. Joe has a MA in Economics & Finance from the University of Sheffield and a BA in Economics & History from University College Dublin. He has been awarded the Chartered Financial Analyst designation.

Joe was a Trustee Director and member of the Investment Committee for Morgan Stanley Pension Funds (UK) from 2008 to 2018.


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