Joe joined Tricor in 2006 and is based in Vancouver. He is a key member of Tricor's investment transaction team.

Joe is a board member of Golden Boy Foods, which is a current Tricor portfolio company.

Prior to joining Tricor, Joe was a Principal at DLJ Merchant Banking Partners (DLJMB), Credit Suisse First Boston's private equity investment arm. In that capacity, he was involved in all aspects of acquisitions and managed several portfolio companies, including DLJMB's largest Fund II and Fund III portfolio companies. Joe was a board member or observer for a number of DLJMB portfolio companies, including Mueller Group, Anvil International, Advanstar Inc., Nextpharma Technologies, Arcade Holdings, and US Express Leasing. Before working at DLJMB, Joe was an Associate at Morgan Stanley Dean Witter & Co.'s Equity Risk Arbitrage Division in London. Prior to joining Morgan Stanley, Joe was an Associate at J.P. Morgan & Co.'s Mergers & Acquisitions Execution Group in New York, where he was involved in all aspects of M&A transactions, and served as primary liason for potential buyers and sellers, client's senior management and legal advisors.

Joe obtained a Bachelor of Business Administration degree from Simon Fraser University in British Columbia, and a Masters of Business Administration from the University of Chicago Graduate School of Business. Joe is a CFA charterholder.