Best Part of My Job
Joe joined Cornerstone Advisors in 2006, but he has known and worked with the Principals of the firm for more than 20 years. Joe manages Cornerstone's private equity investments and provides leadership for both internal and external tax matters. Prior to joining Cornerstone, Joe spent eight years with Vulcan Inc. (Paul Allen's private asset management company) and 23 years in the San Francisco, Seattle, New York and London offices of KPMG, an international accounting firm. Joe enjoys working within a team approach to collectively deliver some pretty amazing results for clients.
Three Words That Best Describe Me
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Reliable
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Diligent
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Thoughtful
Practice Emphasis
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Private equity investments
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Leadership and insight on complex tax matters
Ongoing Results
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Launched and managed a diversified fund-of-fund portfolio of global buyout, venture and special situation private equity funds of approximately $50 million
Education
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University of San Francisco School of Law, JD
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University of San Francisco, BS in Accounting
Professional and Community Activities
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Cornerstone Advisors Investment Policy Committee
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Washington Society of Certified Public Accountants
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California Bar Association (Inactive)
Where To Find Joe When He Is Not At Work
If you can't find Joe with his wife and children at their new home in Bend, Oregon, they are likely on a nearby golf course or ski slope.
Best Part of My Job