Managing Director, Head of Originations, Senior Credit
Joe is primarily responsible for managing the marketing and origination functions of the senior credit business. Prior to joining the firm, he spent over 8 years at American Capital, where he served as a managing director in the sponsor finance group. Before that, he spent 4 years as a director in the Goldman Sachs Specialty Lending Group and 13 years in the sponsor finance units of GE Capital and Heller Financial. Joe also spent over 2 years at the start of his career with KPMG Peat Marwick on the audit staff.
Education: B.S., Accounting, Illinois Wesleyan University; Masters, Finance, Northwestern University–Kellogg Graduate School of Management
Joined the company: 2017
Began career: 1989
*Employees of Operating Advisory Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Manulife | Comvest Credit Partners. For further information, please refer to Part 2A of the Comvest Credit Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Manulife | Comvest Credit Partners. For further information regarding the relationship between Manulife | Comvest Credit Partners and Executive Partners, please refer to Part 2A of the Comvest Credit Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
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Private Credit
Our private credit business is now Manulife | Comvest Credit Partners, offering creative and flexible private credit solutions to both sponsored and non-sponsored middle-market companies, backed by Manulife’s global scale and Comvest’s proven leadership.
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Private Equity
Our private equity platform continues as Comvest Private Equity, an independent firm focused on control investments in middle-market companies, partnering with founders and management teams to build businesses for lasting growth.