Joe Hattesohl, as Chief Financial Officer, has day-to-day responsibility for planning and implementing all finance-related activities at Research Affiliates, including corporate accounting, fund accounting, and portfolio operations. He is a member of the firm’s Management Committee.
Joe was previously partner and chief financial officer at Metropolitan West Asset Management, LLC, prior to its acquisition by Trust Company of the West. After MetWest’s sale, Joe was managing director at TCW and helped integrate the two firms. Prior to that position, he was vice president at PIMCO, where he oversaw financial reporting, fund accounting, and taxation for the PIMCO Funds.
Joe received his BS in accounting and business administration, with high distinction, from the University of Kansas. He is a certified public accountant and holds the Chartered Financial Analyst® designation. He is a member of CFA Institute and CFA Society Orange County.