Business Development
Joe has worked in the financial services industry since 2004. During that time he’s worked in portfolio management, trading, sales, and client relations. Joe is also a holder of the CFP® designation.
Joe lives in Athens with his wife, Katherine, and their two children, Sarah and Beau.
Trademark Capital Management, Inc. dba Trademark Capital Asset Management is an investment advisory firm registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investments are subject to risk, and any of Trademark Capital’s investment strategies may lose money.
© 2025 Trademark Capital®. All rights reserved. Website by Kaptiv8.
1551 Jennings Mill Rd. Suite 1200a, Watkinsville, GA 30677