Joe is a Managing Director and the Head of Corporate Advisory Services with Cary Street Partners, LLC a Richmond, VA-based Financial Services Firm. residing in the firm’s Greensboro, North Carolina office; he joined Cary Street in October of 2007. Prior to joining Cary Street, he was a Managing Director of Soles Brower Smith & Co. a regional investment bank which he co-founded in 1994 in Greensboro. Prior to that, Joe resided in New York City where he was the Director in charge of the US Private Placement Group of Samuel Montagu, the merchant banking arm of Midland Bank PLC (now HSBC); prior to HSBC, Joe was a Vice President in the High Yield Corporate Finance Department of Citibank Securities Markets. Joe serves on the Advisory Boards of Slumberland, Inc., OneStone Business Solutions, LLC and Data Dimensions, Inc. He also serves on the boards of Greensboro United Soccer Association and NC Fusion and is a volunteer coach with the GUSA Foundation and an active participant in the GUSA adult league.
Joe received a Bachelor of Arts degree with distinction in Economics from the University of Virginia in 1981. He received a Master’s Degree in Business Administration from the Darden School in 1986 where he was a recipient of a Faculty Award for Academic Excellence. He resides in Greensboro with his wife; they have four adult sons.