About
Managing director focused on healthcare technology who joined in 2015, building franchises in drug development and medical technology. He supports investments including Checkpoint Surgical, VIDA Diagnostics and Yunu.
Experience
- First AnalysisManaging Director & Partnercurrent2015 β presentChicago, Illinois
- Applied StemCellBoard Observercurrent2024 β presentMilipitas, California
- SwareBoard Membercurrent2024 β present
- Yunu, Inc.Board Membercurrent2022 β present
- VIDABoard Observercurrent2020 β present
- 4G ClinicalBoard Observer2019 β 2021
- Sidoti & Company, LLCEquity Research Analyst2010 β 2015New York, NY
- Bear Stearns CompaniesPrime Brokerage2007 β 2010Greater New York City Area
- Rajo Rho FIBSProfessional Baseball Player2005 β 2007Milan, Italy
- Fairleigh Dickinson UniversityScholar Athlete-Baseball2000 β 2004
- Chaminade High SchoolStudent1996 β 2000
Education
- Fairleigh Dickinson UniversityB.S., Finance2000 β 2004
- Chaminade High School1996 β 2000
Skills & more
Financial Modeling11Valuation18Equities23Investments9Equity Research23Financial Analysis4Series 73Asset ManagmentCapital Markets7MergersInvestment Banking1Investor Relations1
+12 more
Corporate FinanceHedge FundsTradingSecuritiesPortfolio ManagementDue DiligenceInvestment StrategiesStock Pickingseries 86series 87Bloombergseries 63Languages English Β· French Β· Italian
- Series 7, 86, 87, 63, 79, & SIE β FINRA
From Joe's professional profile.
Same school
Also attended Fairleigh Dickinson University9
Gina TedescoInvestor at Golden SeedsAlejandro MartΓVenture Partner at FaberGeorge UgrasGeneral Partner at AV8 VenturesShay GrinfeldManaging Partner at Greenfield PartnersGary AndersonChief Financial Officer at Transpose Platform ManagementDan LandauSr. Marketing Manager at AI Fund
+ 3 more
Shared employers
Also worked at Sware2
Also worked at Fairleigh Dickinson University2
Colleagues at First Analysis
Alice Epstein
Marketing and Communications Manager at First Analysis
Andrew Walsh
Managing Director at First Analysis
Corey Greendale
Managing Director, Office of the President at First Analysis
Daniel Smereczynski
Vice President at First Analysis
Dave Leshuk
Managing Director and Research Director at First Analysis
David Hess
Vice President at First Analysis
Eric Terhorst
Senior Vice President at First Analysis
Howard Smith
Managing Director, Office of the President at First Analysis





















