Joseph Mazzoli, CFA

Head of Investor Relations & Client Development

Joseph has worked in the industry since 2012. Prior to joining the firm in 2022, he worked for Wells Fargo Securities’ Leveraged Finance Sales and Trading Group, where he worked as a Senior Investment analyst covering loans and bonds in the healthcare, packaging, real estate, and DATS sectors. Before that, Joseph worked in the Equity Research Department of Wells Fargo Securities covering BDCs and private credit. In a prior role at Wells Fargo Securities, Joseph worked on the Leveraged Loan Syndicate desk with a focus on structuring and underwriting syndicated loan transactions. He holds a B.S. in Business Administration from the College of Charleston and is a member of the CFA Institute.