Professional Background

ABOUT JOSEPH JAMES MERTES

Joe Mertes received an undergraduate BS degree in Political Science from Belmont Abbey College and a Master of Business Administration Degree from Wake Forest University. He began his career in private equity, building a venture capital firm that specialized in the analysis, structure and acquisition of various business entities. Capital formation, strategic business planning and control functions were key areas of responsibility. From venture capital Joe moved into working with troubled businesses through the restructure of balance sheets and capital formation. In each of these ventures he derived strategic plans based on an understanding of the development of various markets.

In 1987 Joe concentrated on investing, trading techniques and money management. Over the last twenty years he has managed significant accounts for investors, and consulted with notable funds. Currently he is responsible for the training and education of individual investors globally. Joe has assisted traders, investors and institutions on the importance of establishing a business approach to the trading arena. He is currently chief investment officer of a small hedge fund, consultant, educator and author.

45

YEARS OF EXPERIENCE

>7

COMPANIES

>60

INVESTMENT ENTITIES

RESUME

CAPITAL PARTNERSHIPS
RETAIL AND HOSPITALITY DEVELOPMENTS
OTHER BUSINESS START-UPS AND FINANCINGS

 

From an idea to a fully realized investment strategy.

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