Joe joined the team in 2008 and currently manages all financial affairs including investment valuation, financial reporting, investor relations, and SEC compliance. He also is active in fund formation, deal review, term sheet preparation, due diligence, and portfolio management. Over the years, Joe has assisted multiple portfolio companies with a variety of finance related initiatives including management, business planning, M&A transaction support, post-merger integration, recruiting, financial reporting / consolidation, audit preparation, and adoption of complex accounting requirements. He has served on both boards and audit committees, including BDNA Corporation (acquired by Flexera in 2017), a provider of authoritative enterprise IT data for effective decision making, and Delivery Agent. For periods of time while at Rising Tide, Joe has also acted as Chief Financial Officer of Techwadi, a California 501(c)3 non-profit organization focused on building bridges for entrepreneurship between Silicon Valley and the MENA region, Chief Financial Officer of Wearable World, a San Francisco based incubator / accelerator for wearable technology startups, and a member of the City of Pacifica, California’s Financing City Services Task Force. Prior to joining Rising Tide, Joe was a venture capital and technology focused audit manager at Ireland San Filippo, overseeing a portfolio of seed, growth, venture debt, SBIC, and buyout funds along with venture-backed technology companies. Joe graduated from Saint Mary’s College in 2001 with a BS in Business Administration and a minor in Accounting. He is a Certified Public Accountant licensed to practice in California.
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