Joe is the Office Managing Partner in KPMG’s Charlotte office. This role includes being the managing partner for KPMG’s Coastal Business Unit comprised of ten offices in the Carolinas, Florida and Puerto Rico. Joe also serves as an audit partner on a variety of clients spanning multiple industries, including consumer and industrial products.
As the managing partner, Joe represents the firm in the regional marketplace, business and civic communities. He is also responsible for coordinating the highest level of quality client service in all functions: advisory, audit and tax. The Coastal Business Unit includes approximately 115 partners and managing directors and over 1,400 professionals. Joe has served as audit partner on both private and public companies ranging in size from middle market to Fortune 500. In recent years, Joe has worked extensively with clients on the registration of debt and equity securities, acquisitions, dispositions/sales of large operating units, reorganizations and initial public offerings. Prior to his current role, he served as the office managing partner in KPMG’s Raleigh office and prior to that as an audit partner in KPMG’s Jacksonville office.