President of Cornerstone Retire
Managing Director, West Coast
LPL Registered Representative
Joe brings decades of financial markets and investment management experience to his roles as President of Cornerstone Retire and Managing Director at Cornerstone Wealth. In 1984 he began his career in Institutional Equity Sales with Salomon Brothers. After 11 years with Salomon Brothers, Joe founded the hedge fund, Gryphon Capital Management, and its successor fund, JSRG Capital.
While managing his hedge fund, Joe provided investment management services to high net-worth investors for many years. In 2014 Joe joined Cornerstone Wealth, establishing a Cornerstone office in San Francisco, CA.
Joe leads Cornerstone Retire, our division that provides independent, third party fiduciary advisory services to 401(k) and 403(b) plans. Joe’s practice also includes comprehensive financial planning consultation. Across these two roles, he works with high net-worth individuals, family-owned businesses, and small to mid-sized public and private companies as well as non-profits. Joe sits on the firm’s investment committee, which is responsible for investment strategy and the ongoing management of the firm’s portfolios. Joe brings the informed perspective of an institutional money manager of long standing in the assessment and evaluation of investments selected for individuals and retirement plans.
Joe devotes significant time and energy to San Francisco area non-profits with a special focus on those serving children and families without significant means. He served long tenures on the boards of the Guardsmen of San Francisco (President), Catholic Charities/CYO of San Francisco, Boys and Girls Clubs of San Francisco and The Salvation Army. Joe is currently a board member of the Jewish Community Center of San Francisco. In addition to his love for pinball, bridge, power pop and contemporary literary fiction, he particularly enjoys wine, serving on the board of The Wine and Food Society of San Francisco and having been the Past Grand Senechal of the Tastevin in San Francisco.
Joe is married to the former Laura Smith. They and their two teen daughters, Katherine and Alexandra, live in San Francisco.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Cornerstone Financial Partners, Inc., a registered investment advisor. Cornerstone Financial Partners, Inc. and Cornerstone Wealth are separate entities from LPL Financial.
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