About Us

Founder and CEO of Park City Capital, INC. Over 30 years of specializing in advisory service, investment banking, liquidity, succession planning, wealth management and being a tax strategist.

 Joseph  brings almost 30 years of diverse financial services knowledge to the firm. His experience includes public accounting (Deloitte), corporate banking, strategic consulting, board leadership, and executive leadership in the CFO and COO seats.  He has diverse middle market industry background as well, with significant concentrations in Fintech, Payments, Real Estate, and Manufacturing.  

Specializes in insurance and annuity products.

  Skilled in Securities, U.S. Securities and Exchange Commission (SEC), Risk Management, Business Development, and Derivatives. Facile in technology, cybersecurity and pharmaceuticals. Strong management professional with a Master of Business Administration - MBA focused in General Management from Harvard Business School. and BS in Engineering from the Massachusetts Institute of Technology.