Joe Reilly
Compliance Associate
Joe began his compliance career in 2020 where he worked as a consultant to various RIAs and worked with a partnered law firm to assist in the creation and registration of new investment advisory firms.
A graduate of Rice University, Joe works to ensure that clients’ compliance programs are robust and thorough. He utilizes his previous compliance experience to help clients build their compliance program in order to prepare them for regulatory audits and to minimize regulatory risk.
When not working, you can find Joe biking around the Los Angeles area, at the beach, or playing golf, basketball, football, or softball.
