Joe Whatley

Investment Associate at SageView Advisory Group

Joe Whatley currently serves as an Investment Analyst at SageView Advisory Group, a position held since June 2021. Prior experience includes roles as an Equity Research Intern at Thompson Research Group for a brief period in 2020, and a Team Member at Specialty Coffee from November 2016 to September 2020, contributing to Crema Coffee Roasters in Nashville, TN, and Gray Squirrel Coffee in Chapel Hill, NC. As a Business Strategist and Founder at Cordelia Coffee from March 2017 to February 2019, and as a Business Strategist at Honeybee Coffee from March 2014 to November 2016, Joe displayed entrepreneurial skills in the coffee industry. Additionally, Joe gained experience as a Program Intern at Provision Foundation in the summer of 2015. Educationally, Joe holds a Bachelor's degree in Nonprofit/Public/Organizational Management from Johnson University.

Location

Knoxville, United States

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