Joseph Bailey
Portfolio Manager and Investment Analyst at Rivernorth Capital Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| RiverNorth Capital Management, LLC | Portfolio Manager and Investment Analyst | Jul 2017 to Present | — |
| Quinlan School of Business, Loyola University Chicago | Quantitative Research Assistant | Feb 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)
| Name | Role | Location |
|---|---|---|
E Eric Pestrue | Investment Analyst | Chicago, IL , United States |
| Portfolio Manager and Senior Investment Analyst | Grosse Pointe, MI , United States | |
| Chief Investment Officer | Chicago, IL , United States | |
| Investment Analyst | Chicago, IL , United States |