Joe Hoefer, CFA®, CMT®

Portfolio Manager – Institutional Asset Management Group

Joe joined DAC in 2023 with over 30 years of experience in the financial services industry. Prior to joining DAC, Joe was a Managing Director at Barings, the institutional asset management subsidiary of MassMutual Insurance Company, where he created a market, macroeconomic and geopolitical research function that evolved into the Barings Investment Institute. Additionally, he held leadership roles on the Strategic Relationship Management and Global Business Development teams. Joe also served as a Senior Investment Strategist at Evergreen Investments and worked on the Corporate and Investment Banking platform of Wachovia Capital Markets in Fixed Income Research and Risk Management. Joe holds an M.B.A. in Finance/International Business from Syracuse University and a B.S. in Accounting from St. John Fisher College. He is a member of the CFA Institute and CMT Association.

Years of Industry Experience: 30+