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About
Joe Harney is Managing Director at Callodine Capital Management, LP, based in Boston, MA. In this role, he leverages deep expertise in financial services and institutional client relationship management, overseeing strategic initiatives and supporting the firm's core investment operations.
Harney's investment focus aligns with Callodine's specialization in yield-focused strategies within public equities, private credit, and commercial real estate, serving institutional investors in these sectors. His sector coverage emphasizes capital markets opportunities that prioritize income generation and long-term value for clients.
Prior to joining Callodine Capital Management, Harney held senior leadership positions in financial services and asset management, and is recognized for his significant contributions to client development and portfolio strategy. His professional background demonstrates a strong command of institutional investing and relationship management, though specific educational details are not available in public records.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Callodine Capital Management | Managing Director | Oct 2024 to Present | Callodine Capital is an asset management firm specializing in the dividend paying equity universe. We specialize in unique yield-oriented investment strategies, often times overlooked by other market... |
| Arrowstreet Capital, Limited Partnership | Director | Mar 2023 to Feb 2024 | Institutional client service, business development and consultant relations |
| Morgan Stanley | Executive Director Institutional Sales | Aug 2007 to Dec 2022 | Spent the last 15+ years building senior relationships and delivering the best of Morgan Stanley to Boston’s Institutional client base. Managed resource allocation, set global account plans, and main... |
| Canaccord Financial | VP Equity Sales | Mar 2003 to Aug 2007 | — |
Education
Boston College
B of S, Business
1993 — 1997
Skills & Expertise
Others at Callodine Capital Management, LP (13)
| Name | Role | Location |
|---|---|---|
C Caitlin Sanders | Managing Director - Originations | Boston, MA , United States |
 | Principal | Boston, MA , United States |
 | Senior Managing Director, Head of Origination | MA , United States |
M Matthew Masucci | Senior Analyst | Boston, MA , United States |
 | Partner, Investment Analyst | Winter Park, FL , United States |
 | Senior Analyst | Boston, MA , United States |
 | Principal | Boston, MA , United States |
 | Managing Director | Manhasset, NY , United States |
 | Managing Director | Boston, MA , United States |
 | Vice President of Business Development | Boston, MA , United States |
