Head of Investment Research & Strategy

Joe Park is  Head of Investment Research & Strategy at Waypoint. He brings over 10 years of wealth management and portfolio management experience to his role. Prior to working at Waypoint, Joe was a Director at First Republic Investment Management researching investments and building portfolios for high net worth individuals. He is passionate about guiding clients through complex life decisions and helping them better understand financial markets and the power of investing.

Joe holds a BA in Economics and Communications from the University of California, Davis and an MBA with a concentration in Finance from the University of California, Davis.

What do you enjoy most about your role as Head of Investment Research & Strategy?

Every day and situation I come across is unique. I really enjoy navigating complex situations and financial markets and simplifying them for the client. Capital markets are always evolving and very complex. Understanding the financial markets and building portfolios for the client to help them achieve their goals is very rewarding.

What makes you proud to be a part of the Waypoint team?

Everyone on the team really cares about each client and is dedicated to helping people achieve their financial goals. The team always goes the extra mile to provide a great client experience.

What’s the best piece of advice you’ve ever received?

“Live as if you were to die tomorrow. Learn as if you were to live forever.”

What do you love to do outside of work?

I love to spend time with my family and friends. My wife and I recently welcomed our first child and I want to spend as much time with him as possible. Besides that, I love to travel and experience new things, especially different types of food.

Education, Credentials and Affiliations:

  • B.A. in Economics and Communications, University of California, Davis
  • M.B.A in Finance, University of California, Davis