Joe Z.

Joe Z. has a diverse and extensive work experience spanning several industries. Joe currently holds the position of Vice President at iCapital Network since 2021. Prior to this, they worked as a Senior Associate at Portfolio Advisors, LLC from 2017 to 2020. Other notable roles include Vice President at Siguler Guff & Company from 2013 to 2016, Senior Investment Manager/Senior Associate at Far East Horizon from 2012 to 2013, and Analyst at HSBC Capital from 2009 to 2011. Before entering the private sector, Joe served as a Corporal in the United States Marine Corps from 2002 to 2010. Joe was also a Member of The American Legion since 2006.

Joe Z. has a Bachelor's degree in Economics-Mathematics from Columbia University. Joe also holds a Master of Business Administration (MBA) degree from Northwestern University - Kellogg School of Management, with a specialization in Accounting and Finance.

In terms of certifications, Joe Z. obtained the CAIA Charterholder designation from the CAIA Association in 2015 and became a CFA Charterholder from the CFA Institute in 2012. Additionally, they have completed the Series 63 and Series 7 certifications from FINRA, although the specific years of completion are not provided.