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Joseph Bailey

Joseph Bailey

Portfolio Manager and Investment Analyst at Rivernorth Capital Management, LLC

West Palm Beach, FL , United States

About

Joseph Bailey, CFA, CAIA, is a Portfolio Manager and Investment Analyst at RiverNorth Capital Management, LLC, based in West Palm Beach, Florida. Since joining RiverNorth in 2017, he has provided analytical insights and developed strategic processes to enhance efficiency across business development, marketing, and investment functions, supporting the firm's focus on opportunistic strategies in specialized and inefficient market segments.

He primarily works on investment strategies within niche and alternative asset classes, leveraging RiverNorth's expertise in areas such as closed-end funds, opportunistic credit, and other markets where inefficiencies present attractive opportunities for active management. His responsibilities include portfolio construction, market analysis, risk management, and process improvement for the firm's registered and private fund offerings.

Joseph holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned an M.S. in Finance and a B.S. in Biology from Loyola University Chicago. Prior to RiverNorth, he was engaged in market analysis and outreach at a venture capital firm and gained quantitative research experience as a research assistant at Loyola’s Quinlan School of Business.

Career History

OrganizationRoleDate RangeDetails
RiverNorth Capital Management, LLCPortfolio Manager and Investment AnalystJul 2017 to Present
Quinlan School of Business, Loyola University ChicagoQuantitative Research AssistantFeb 2017 to Oct 2017
Worked alongside Dr. Tassos Malliaris

Education

Quinlan School of Business, Loyola University Chicago

Master of Science (M.S.), Finance

2016 2017

Loyola University Chicago

B.S. - Biology

2014 2016

Others at Rivernorth Capital Management, LLC (4)

NameRoleLocation
E
Eric Pestrue
Investment AnalystChicago, IL , United States
Jonathan Browne
Jonathan Browne
Portfolio Manager and Senior Investment AnalystGrosse Pointe, MI , United States
Patrick Galley
Patrick Galley
Chief Investment OfficerChicago, IL , United States
Jack Bosco
Jack Bosco
Investment AnalystChicago, IL , United States