Joseph is the Chief Financial Officer of Rising Tide and Newbury Ventures. He joined in 2008 and currently manages all financial affairs including investment valuation, financial reporting, investor relations, and SEC compliance. Joe also is active in fund formation, deal review, term sheet preparation, due diligence, and portfolio management. Over the years, Joe has assisted multiple portfolio companies with a variety of finance related initiatives including management, business planning, M&A transaction support, post-merger integration, recruiting, financial reporting / consolidation, audit preparation, and adoption of complex accounting requirements. Joe is currently on both the boards and audit committees of BDNA, a provider of authoritative enterprise IT data for effective decision making, and Delivery Agent, a market leader in television commerce and audience engagement via its shopping-enabled entertainment platform for television shows, movies, magazines, sports, and music videos.
For various periods of time while at Rising Tide and Newbury, Joe was also Chief Financial Officer of Techwadi, a California 501(c)3 non-profit organization focused on building bridges for entrepreneurship, Chief Financial Officer of Wearable World, a San Francisco based incubator / accelerator for wearable technology startups, and a member of the City of Pacifica, California’s Financing City Services Task Force.
Prior to joining Rising Tide and Newbury , Joseph was a venture capital and technology focused audit manager at Ireland San Filippo, overseeing a portfolio of seed, growth, venture debt, SBIC, and buyout funds along with venture-backed technology companies. Joseph graduated from Saint Mary’s College in 2001 with a BS in Business Administration and a minor in Accounting. He is a Certified Public Accountant licensed to practice in California.