Joe Halwax

Joe joined Wespath in March 2019. As the managing director of Institutional Investment Services for Wespath and its subsidiaries, he is responsible for the organization’s institutional sales, marketing and client servicing efforts. He leads a team of professionals who are responsible for expanding Wespath and its subsidiaries’ reach among United Methodist-related institutional investors. Prior to this role, Joe was senior vice president and regional manager of Institutional Investments at PNC, where he was responsible for the Midwest and West Coast markets as well as PNC’s Healthcare National Practice Group. He has extensive experience servicing nonprofit institutions with a focus on sustainable investments. Joe received a bachelor’s degree in Finance from the University of Illinois and his MBA from the Gies College of Business at the University of Illinois. He holds the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.