Joe is responsible for supervising and managing all risk-related activities in the Direct Lending Group. His responsibilities include overseeing evaluation; structuring, diligence and closing new transactions; portfolio management, account monitoring and reporting; maintenance and compliance with NXT Capital’s Policies and Procedures; and restructuring activity. Joe is a member of NXT’s Credit and Investment Committees.
Joe has over 20 years of middle-market leveraged lending experience, having held positions that include client relationship development and new business origination, transaction structuring and underwriting, negotiating and closing transactions, ongoing portfolio management and distressed debt evaluation and acquisition. Joe’s middle-market lending experience also includes working at Merrill Lynch Capital and Heller Financial, as well as Golub Capital and LaSalle Bank.
Joe earned a B.S. in Business Administration from Valparaiso University and an M.B.A in Finance and Accounting from the University of Chicago Booth School of Business. He also holds a CFA® charter.