Joe is a member of the firm’s Employee Benefits & Executive Compensation Practice. He advises clients on a broad array of executive compensation and employee benefits matters, including those arising in mergers, acquisitions, and other corporate transactions.
Before joining the firm, Joe handled insurance transactions, executive compensation, and employee benefits matters at an international law firm. He advised clients on insurance industry acquisitions and reinsurance transactions, including conducting due diligence, drafting agreements, and coordinating regulatory filings.
Joe brings nearly 20 years of experience advising major corporate clients on pension and retirement benefit plans, providing him with a strong foundation in employee benefits, ERISA, and tax-related matters. Prior to pursuing a career in law, he served as a principal and senior actuarial consultant at a global consulting firm, where he advised clients on regulatory compliance, risk management, and retirement benefit strategies. His experience managing complex actuarial valuations and advising on retirement benefit strategies provides him with a practical understanding of the financial, regulatory, and compliance challenges associated with employee benefit plans.
Joe earned his J.D. from New York University School of Law, where he served as senior staff editor of the Tax Law Review. During law school, Joe served as a judicial intern to the Honorable Elizabeth S. Stong of the Bankruptcy Court for the Eastern District of New York. Joe graduated magna cum laude from Rice University with a B.S. in mechanical engineering.