Private Companies Q3 review

Joseph is a client relationship director of marketing for intermediary clients in the United States. He joined Baillie Gifford in 2018 and is responsible for driving the relationship between Baillie Gifford and private banks, registered investment advisors (RIA’s), trust banks & family offices across the country. Before joining the firm, Joseph was responsible for similar client partnerships at OppenheimerFunds and prior to that, Neuberger Berman. He began his career on the Equity Finance trading desk of Lehman Brothers/Barclays Capital. Joseph graduated BS in Finance and BA in psychology, both from SUNY Binghamton University. He is also a CFA Charterholder.

Dale is an investment specialist in the Clients Department and is a member of the Private Companies Team. He joined Baillie Gifford in 2021 and is based in New York. Prior to joining the firm, he was a director in Investors Relations for the transatlantic private equity firm BC Partners, in New York, which he joined in 2010. While at BC Partners he focused on fundraising and investor relations across fund, co-investments and separately managed accounts. Previously, Dale held positions at Knight Capital Partners, JP Morgan and General Electric. Dale graduated with a BS in Economics from Hamilton College in 2006.