Joseph has over 20 years of investment industry experience covering a variety of client-facing activities. Before joining Surge, he was Director of Business Development and Client Relations at Broad Run Investment Management, a public equity manager based in Arlington, Virginia. Prior to this, he was Vice President of Business Development at eVestment, a Nasdaq company. Joseph’s industry experience includes investor relations and institutional marketing roles in real estate, public equity, fixed income, and alternative investment space. Joseph holds a BS in Business Administration, Finance from the University of Connecticut.