Joe O'Connor has extensive experience in fund financing and investments. They began their career at Ernst & Young as a Senior Audit Associate from 1993 to 1996, followed by a role as Manager in the Internal Audit Department at Barclays Capital Inc. from 1996 to 1998. Joe then served as Director of Fund Linked Products & Solutions at Deutsche Bank Securities from 2000 to 2016, where they built a platform for private placement structured notes and sold over $1.2 billion in fund-linked products. They later held the position of Managing Director at Alex. Brown, a Division of Raymond James, from 2016 to 2020, before becoming Executive Director at UBS in 2022. Joe is currently pursuing an MBA in Finance from NYU Stern School of Business and holds a B.A. in Economics and Accounting from the College of the Holy Cross.
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