Co-Founder and Chief Executive Officer
Joseph is Co-Founder and CEO of S-Network Global Indexes. He is responsible for all aspects of the company’s business including business development, human resources, administration, public relations, operations and compliance.
Prior to S-Network, Joseph served as a Managing Director of UBS, with responsibility for all facets of the firm’s global exchange traded fund (ETF) initiative. Prior to joining UBS, Joseph was a Managing Director and Senior Consultant of S-Network LLC, where he maintained responsibility for relationships with key clients, including State Street Bank & Trust, Goldman Sachs and Barclays Global Investors. Before joining S-Network, Joseph was a Managing Director of Deutsche Bank where he was responsible for the bank’s US index arbitrage and portfolio trading businesses. Joseph managed Deutsche Bank’s entry into the US ETF market, launching the first open-end 40-Act Fund to be listed on a US stock exchange. He also worked as part of the management teams at both Nomura and Kidder Peabody, with responsibility for managing those firms’ index arbitrage businesses. Joseph graduated with a BA in Political Science from the State University of New York at Stony Brook.
Paul most recently served as an Executive Director at Morgan Stanley, which he joined in 1975. From 1997 to 2008, Paul was Director of Morgan Stanley’s ETF Research team covering index-linked ETFs and actively managed closed-end fund companies. Paul also spent five years in Equity Capital Markets Services. Paul’s team was the first to provide research coverage on index-linked ETFs and won many awards, including the Most Useful ETF Research in the U.S. Every Year Since Inception in 2004 at the annual ETF Global Awards Conference and the Best Research Team for Exchange-Traded Funds in 2007 at the 7th Annual Capital Link Forum on Closed-End Funds and ETFs in April 2008.
Director of Index Operations
Patrick is responsible for the development, production and maintenance of all S-Network indexes, including indexes that serve as the underlying for financial products holding over $8 billion in AuM. He is also responsible for the oversight of product-centered company IT. Patrick started at S-Network in 2007 and has engaged directly in every facet of the index business. He oversees development and production of domestic and international equity indexes as well as indexes that include 40-Act funds, futures and options.
Patrick has been responsible for the development of S-Network’s Benchmark Index Series and the Thomson Reuters/S-Network ESG Best Practices Indexes and Ratings, as well as a number of smart beta and thematic indexes. Patrick is a member of the IADB Sustainable Index Committee.
Prior to joining S-Network, Patrick worked as a Research Analyst for Dow Jones Indexes, where he was a member of the custom index quarterly review. Patrick earned a Bachelor of Science Degree in Finance with a concentration in Management Information Systems from Rutgers University School of Business.