Joey is a Director of CFO Services, where he works with Cresset’s family office clients on financial reporting, cash management, cash forecasting, accounting operations, and related CFO support needs. He joined the CFO Services team after spending four years on Cresset’s internal finance and accounting team, most recently managing the firm’s treasury operations.
Before Cresset, Joey held finance, accounting and consulting roles at RSM and Northern Trust. He has more than 10 years of experience across the financial and professional services industries.
He earned his Master of Accounting Science from the University of Illinois Urbana-Champaign and is based in Chicago.