Joe Flores, CAIA®*

About

Joe Flores is a director at the firm and has over 20 years of investment experience. He joined the organization in 2010 and is responsible for building relationships with family offices, institutional investors, and registered investments advisors. Prior to joining, Joe worked in business development and client relations at Highland Capital Management, Guggenheim Investments (Claymore), and DWS (Kemper Funds). Joe holds a B.S. in Finance from the University of Illinois at Urbana-Champaign and is a CAIA charterholder. Joe lives in the western suburbs of Chicago with his wife and two daughters. Philanthropically, he serves on the boards of Becky’s Warriors and Marian Catholic High School. A native of the South Side of Chicago, he’s actually an avid Cubs fan and had the fortune of attending Game 7 of the 2016 World Series in Cleveland.

*Equity owner in TortoiseEcofin