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Joe Hart Headshot

Joseph Hart

Director of Capital Markets

Joe Hart is Director of Capital Markets, bringing 35 years of experience in the portfolio management field. He has previously held executive and senior roles at Center Street Capital, Fidelity Investments, and ING. He received his Bachelor’s of Finance from Western Michigan University. Joe has passed his Series 7 & 63 licenses (as well as the S65 and S24 - both of which have lapsed), but is currently not registered. He is a Certified Investment Management Analyst. He oversees:

  • Helping RIA and BD representatives
  • Communicating fund performance
  • Servicing investors in the RealSource REIT