Joe joined Martin Healthcare Advisors as an analyst on the M&A team in March 2020, at the onset of COVID, and now has more than six years with the firm. Before MHA, he spent over five years in investment banking, corporate banking, and strategy roles at PNC Bank and Janney Montgomery Scott. He graduated from the Wharton School at the University of Pennsylvania in 2016 with a BS in economics and concentrations in finance and marketing & operations management.
He enjoys the analytical side of the work most, particularly finding creative ways to structure a transaction that produce the best long-term outcome for a client and set them up financially heading into retirement.
Born and raised in Philadelphia, Joe moved to Tampa in January 2023, where he lives today. He is an avid Philadelphia sports fan and grew up playing soccer, baseball, and football, which gave him a high level of familiarity with the inside of a PT clinic. He is a certified personal trainer and still competes in fitness racing events, including HYROX.
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