Joe Belz III

Experience

1. Blue Point Capital PartnersPrivate Equity Associatecurrent2026 — presentCleveland, OH
2. Carleton McKenna & CoAssistant Vice President2026Cleveland, OH
3. Carleton McKenna & CoInvestment Banking Associate2024 — 2026Cleveland, Ohio, United States
4. BDO USA, LLPSenior Associate, Transaction Advisory Services2022 — 2024Cleveland, OH
5. PwCAssurance Associate2020 — 2022San Diego Metropolitan Area

Education

1. The Ohio State University Fisher College of BusinessBachelor of Business Administration (B.B.A.), Accounting2016 — 2019
2. Cleveland State UniversityBachelor of Business Administration - BBA, Finance2014 — 2016
3. Eastlake North High SchoolHigh School Diploma

Skills & more

• Series 79 — FINRA
• Securities Industry Essentials (SIE) — FINRA
• Certified Public Accountant — Accountancy Board of Ohio - State of Ohio

From Joe's professional profile.

Same school

Also attended The Ohio State University Fisher College of Business37

KSKeatten SmithCapital Formation Coordinator at March Capital PartnersSSSachi SanghaviJunior Analyst at JobsOhio VenturesBBBrandon BryantInvestor at Harlem Capital PartnersDMDavid MalloyAssociate at Tech Square VenturesJKJason KaliraPartner at The Westly GroupMAMichael Anthony-WoodFinance Associate at Red Cell Incubation

+ 31 more

Also attended Cleveland State University10

SSShardae SimpsonExecutive Business Partner at QED InvestorsDSDaniel SchutteVice President of Strategic Partnerships and Programs at The Venture CenterLMLynnette MaysFinance Advisor at 2Flo VenturesWJWilliam J. LeonardCFO at Nirvana Healthcare VenturesGPGayle PekkolaAdvisor at Nirvana Healthcare VenturesJNJP NicolsCofounder & Managing Director at Alloy Labs

+ 4 more

Shared employers

Also worked at BDO USA, LLP23

VKVivek KothariController at Sierra VenturesHEHerme EdolmoCFO at G Vision CapitalENEaster NikoFund Controller at Mercato PartnersHBHeather BoomsPrincipal, Finance at Mainsail PartnersCCConner CookSenior Accountant at Mainsail PartnersKDKaitlin DiDomenicoDirector of Finance, Management Company Operations at Mainsail Partners

+ 17 more

Also worked at PwC906

DPDavid PhuController at Felicis VenturesTLTianen LiangTax Controller at Felicis VenturesJWJanet WolpertInvestor at Index VenturesATAryo TehranianManaging Director at Mayfair Equity PartnersATAne Tolnes HaugdalInvestor at InvestinorEEgilInvestor at Investinor

+ 900 more