As VP of Investments for Tailwind Advisors, Joey is responsible for performing due diligence, manager performance reviews, and investment analysis. Additionally, Joey evaluates client portfolio allocations and performance.

Prior to joining Tailwind Advisors, Joey worked at EFO Holdings, a Dallas based private equity firm, where he analyzed distressed investment opportunities and helped prepare a portfolio company for public divestiture. Joey also worked at JPMorgan Private Bank as an analyst, where he assisted ultra‐ high net worth families with their investment and credit needs.

Joey holds a BBA in finance from Texas Christian University, where he sat on the University's Educational Investment Fund (EIF) as portfolio manager. He is a CFA Charterholder, and a member of the CFA Institute and the CFA Society of Dallas‐Fort Worth. Joey currently resides in Fort Worth, Texas with his wife and two children.