Joe Lemming | senior Analyst

Joe is a member of the Portfolio Accounting Team. His team is tasked with maintaining the Portfolio Accounting software system used for performance reporting, as well as ensuring its accuracy. He is also responsible for gathering and pulling data across multiple custodians and record keepers in order to provide complex reporting solutions for high net worth families and endowments and foundations. One of his primary responsibilities is coordinating monthly client reporting as well as creating and designing new client reports. Joe also aids with tax reporting, supporting both the client and their CPA.

Joe graduated summa cum laude from Benedictine College where he earned a Bachelor of Arts in finance and economics.  During that time he was a part of Benedictine College’s Investment Club and a member of the Gregorian fellows, a group dedicated to promoting business leadership skills.

During his free time Joe enjoys playing and watching sports, hiking and spending time with friends and family. Joe currently serves on the board and finance committee of Catholic Young Adult Sports.