Joseph has more than 25 years of experience in investment banking in the healthcare services sector. He has held leadership roles in many of the industry’s most innovative and influential transactions over the past decade, with broad experience in debt underwriting, private placements, mergers and acquisitions, and strategic advisory assignments for healthcare service companies and specialty not-for-profit corporations. His clients have included prominent hospitals and other healthcare and nonprofit companies, including Lehigh Valley Health Network, Georgetown University, Visiting Nurse Service of New York, West Virginia United Health System, University of Miami, Association of American Medical Colleges, Rand Corporation and World Wildlife Fund.
Joseph joined Raymond James in April 2012, following the firm’s acquisition of Morgan Keegan. He had joined Morgan Keegan in 2007, with the acquisition of Shattuck Hammond Partners. He was one of the founding members of Shattuck Hammond Partners LLC in 1998 and was also a principal at Cain Brothers, Shattuck & Company. From 1985 to 1987, Joseph served as vice president at Chemical Bank, where he directed investment banking services for hospitals and other healthcare companies. Previously he was a senior credit analyst at Moody’s Investors Service, where he was responsible for hospital, letter of credit and other structured finance ratings. He began his career working in New York State Government and the New York State Senate, holding senior staff positions in healthcare regulation and policy analysis. Joseph graduated with a Master of Science in health policy and management from the School of Public Health at Harvard University and a Bachelor of Arts from LeMoyne College.