Joe is Crusonia Wealth’s Chief Strategist and a Co-Founder. As a member of the Investment Committee, he provides valuable perspectives on economic and market conditions, strategic and tactical asset allocations, and investment strategies.
Joe is also the Founder and Managing Partner of Michaud Capital Management LLC (“MCM”) and is responsible for the MCM’s Investment Consulting Services.
Prior to founding MCM, Joe served as a senior investment consultant with two national investment consulting firms. With over twenty-five years of capital markets, private equity, real estate, and investment consulting experience, he has worked with family office, foundation, and endowment clients of all sizes, representing over $4B in client assets.
Prior to Joe’s years as an investment consultant, he served in a variety of roles at Fidelity Investments in Boston, including positions in corporate development, private equity and debt capital markets.
Joe received his Master of Business Administration from Northwestern University’s Kellogg School of Management and his Artium Baccalaureus from Bowdoin College.
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