Education: B.S., Finance, Salem State University
Joined Boston Common in: 2026
Jo joined Boston Common in July 2026 as a Portfolio Operations Associate.
Prior to Boston Common, Jo was an Operations Analyst at Liberty Mutual Investments, reconciling portfolio holdings, cash, and transactions across ABOR/Aladdin, resolving data discrepancies, and helping modernize workflows with AI tools. Earlier, at J.P. Morgan Chase, he supported client onboarding, corporate actions, and net asset valuation for asset managers, including a stint on the BlackRock NAV team.
Jo holds a Bachelor of Science in Finance from Salem State University. Outside of work, Jo trains in Jiu-Jitsu, stays active through fitness, and enjoys traveling and trying new restaurants.
