With nearly two decades of experience spanning investment management, equity research, and institutional portfolio strategy, Joseph Mack serves as the Chief Financial Officer of Flextion, where he leads financial planning, capital strategy, and corporate operations. A CFA charter holder, Joe applies rigorous fundamental analysis and a disciplined approach to risk management in advancing Flextion’s mission to redefine how investors capture market returns.

Before joining Flextion, Joe was Director and Senior Analyst at ClearBridge Investments, where he shaped global asset allocation strategies and led deep-dive research across the Global Financials sector covering banks, fintech, real estate, and related industries.

Earlier in his career, Joe held senior research roles at Guggenheim Partners, Oppenheimer & Co., and Bank of America, where he honed his expertise in equity research, macroeconomic analysis, and hedge fund due diligence. He built a high-impact research practice alongside one of Wall Street’s most respected financial analysts and later brought his strategic lens to the startup world, advising an early-stage medical testing venture.