Global Wired Advisors Research is designed to provide critical insights into the trends shaping the digital consumer space. Our analysis will cover a broad range of topics and our mission is to build a rich library of information to help you Sharpen Your PerspectiveTM.
Prior to joining the firm, Rob was an equity analyst on the top-ranked Transportation Team at Wolfe Research. He has spent the past two decades analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. He was named a Rising Star on Wall Street in the Airfreight and Surface Transportation Sector by clients in Institutional Investor’s 2014 and 2015 surveys. He has undergraduate degrees in Finance and Spanish from the University of Richmond and is a Chartered Financial Analyst.
Prior to founding Global Wired Advisors with Jason Somerville, and Chris Shipferling, Joe was the global head of funding for Wells Fargo’s trading and investment banking division, Wells Fargo Securities. There, he oversaw the daily financing of $110 Billion of broker dealer assets, and between $25 Billion and $40 Billion of additional capital market’s deal flow annually across all industry verticals. Prior to joining Wells Fargo, Joe managed the Structured Finance desk at Deutsche Bank where he was responsible for building structured derivative solutions for bank clients and hedging interest rate and equity market exposure. Joe began his career on the floor of the Chicago Mercantile Exchange where he traded foreign exchange and interest futures for some of the world’s largest investment banks.
He has an undergraduate degree in Finance from Virginia Tech and has completed graduate work at the University of Chicago in Quantitative Finance. Joe is also a GARP certified Financial Risk Manager and a member of the International Association of Financial Engineers.