Joe has over 20 years experience leading the design, development, and adoption of technology and business process change across the trade lifecycle. As a consultant, he has experience leading multiple strategic initiatives, including middle and back office operating model redesigns, technology evaluations, and outsourcing due diligence.

Prior to joining Olmstead, Joe was a Principal Product Manager at Cambridge Associates where he was responsible for the ongoing development and implementation of the firm’s OCIO investment management platform. He was also a Managing Associate at Beacon Consulting Group (now Accenture) and has held multiple leadership positions at DTCC/Omgeo and Brown Brothers Harriman.