Joe is a CFA® Charter Holder and founder of Integritas Investment Management. He leverages 37 years of experience to provide clients with a deeper level of advisory insight. Joe began his career in 1988 after joining the asset management division of Merrill Lynch (MLAM) at their headquarters in Princeton, NJ (New York City metro area). As an analyst, Joe covered several industries for the Investment Committee ranging from industrial and soft commodities to consumer products. In 1991, Joe was promoted to Assistant Vice President and Senior Portfolio Manager managing money for institutional and high net worth clients. By 1995, Joe was asked to manage the MLAM value portfolio in the Merrill Lynch Consults Program offered to the entire 16,000 Advisor force at the firm.  In addition, he became a rotating voting member of the MLAM Investment Committee and Proxy Voting Committee which was responsible for $50 billion in client assets.

In 2004, Joe joined the institutional "PRIME" group of UBS (Union Bank of Switzerland) in Atlanta, GA, as a Vice President and Portfolio Manager. Joe continued managing money for clients while helping them navigate through the economic crisis of 2008/2009. Joe specializes in research, security analysis and portfolio management but also offers retirement planning and estate investment planning services from his team. In 2009, Joe was offered a position as Vice President and Portfolio Manager, (PIA Program) with Merrill Lynch which is the firm's discretionary investment management program and only offered to Advisors with extensive investment experience.

Joe founded Integritas Investment Management in 2017. His vision for the practice centers around research and investment management.  Joe earned the CFA® Charter (Chartered Financial Analyst®) in 2003 and has a B.S. in finance from LSU and an MBA in finance from St. John's University in New York City. Joe is registered in 12 states and is a member of the CFA Institute, the CFA Society of Atlanta, the Atlanta Economics Council and the Atlanta Council on International Relations.

CFA – Chartered Financial Analyst

The Chartered Financial Analyst (CFA) charter is a world-wide, professional designation established in 1962 and awarded by the CFA Institute.  In our opinion, it is the highest level of professional recognition in the financial industry.  To earn the CFA charter, candidates must pass three essential, six-hour examinations over three years.  The three levels of the CFA exam test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning.  In addition, CFA charter holders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standard of Professional Conduct.

Matthew is a dedicated professional in the field of finance and investment and brings a high level of commitment to our clients.  He was asked to join our team in 2024 from Morgan Stanley/E*TRADE along with his experience in the financial markets and work in wealth plans.  He is registered with FINRA with the Series 7, Series 63, & Series 65.  Matthew graduated from Kennesaw State University with a bachelor’s degree in finance and is pursuing the Chartered Financial Analyst designation.  In his spare time, he enjoys going to the gym and working on cars of all types.