Joe is the Managing Director of Vistra USA and is based in our New York office. His focus is on Alternative Investment Services although he is responsible for the supervising all of our US activities.
Prior to Vistra’s merger with Orangefield Group in 2016, Joe was CEO of Orangefield Columbus, the North American affiliate of Orangefield Group. Before Orangefield Group’s acquisition of Columbus in 2012, Joe was CEO of Columbus Avenue Consulting, which he founded in 2004. From 1990 – 2004, Joe worked with Rothstein, Kass & Company P.C. (which subsequently merged into KPMG) where he was named a Shareholder in 1998. While at RK&C, he played an integral role in building the fund administration and audit practice, as well as offer expert advice to clients on regulatory, operational, and tax related matters. Joe’s notable efforts at RK&C included the coordination of its Bermuda activities, opening and developing RK&C’s Cayman Island office, and the spinout of RK&C Consulting into a separate division which was subsequently sold to BISYS.
Joe holds a BS in Business Administration from Clarion University of Pennsylvania and an MBA from Rutgers Graduate School of Management. He also attended the MS in Taxation program at Seton Hall University.
Joe is a New York and New Jersey CPA and is recognized as an industry expert. He is also a member of the American Institute of Certified Public Accountants.