Our team’s expertise in risk management, portfolio construction, manager due diligence, and direct real estate investment drives unparalleled value for our investors. With a commitment to excellence, we seize opportunities that enhance portfolio performance.
Joe is the founder and CEO of Fortune Bridge Capital, bringing 17 years of expertise in capital markets, portfolio management, and advisory. Joe began his career in Wealth Management spending considerable time at Ameriprise and Merrill Lynch. In 2015, he founded Pearl Wealth Advisors which was sold to a multibillion-dollar RIA.
In 2022, he launched Fortune Bridge Capital Fund I. His expertise in navigating complex markets, protecting downside, and managing investor expectations has been instrumental in the fund’s resilience.