Joe oversees the Institutional Sales and Marketing effort at Unison and is responsible for driving the growth of new institutional investor capital globally. Prior to joining Unison, Joe served as the Western Regional Manager for the Wells Fargo Securities Fixed Income Sales team. Joe was also a Managing Director and Senior Managing Director in Securitized Products Group at JP Morgan and Bear Stearns.
Joe has a Bachelor of Science in Management Engineering from Worcester Polytechnic Institute and holds the FINRA Series 7, 24, 53 and 63 licenses.
Anna works with research, portfolio management and investment operations to bring Unison Investment Management strategies and thought leadership to institutional investors and to drive the growth of new institutional investor capital globally. Prior to joining Unison, Anna worked in Investor Relations at Chevron and in real estate investment banking at Cushman and Wakefield.
Anna earned her MBA at the University of Chicago - Booth School of Business and earned degrees in Physics, Mathematics, and Engineering at Brown University.