Joey is responsible for a wide range of operational functions. He assists in the high volume of daily operational activity for client and commingled fund portfolios.
Prior to joining Adams Street, Joey was Vice President, Portfolio Finance & Treasury Manager at Cantor Fitzgerald. Previously, he was a Director in Portfolio Finance & Treasury at UBS, where he focused on global cash management, fund financing, liquidity management, and counterparty relationships. Earlier in his career, he worked in fund accounting at Jackson National Asset Management and investor services at Custom House Global Fund Services.