Joe Ludwig joined ComStock Advisors in 2017 as an Analyst. His experience includes valuations and advisory related to privately held businesses specifically for: employee stock ownership plans (ESOPs), mergers and acquisitions, gift and estate planning, and complex securities. Note worthy industry experience includes financial services, professional services, manufacturing, engineering, construction, healthcare, and distribution.
Joe graduated from Xavier University, where he earned his Bachelor’s in Business Administration. He is currently a Chartered Financial Analyst (CFA) Level II Candidate. In addition, he previously held the FINRA Series 6, 7, 63 licenses.
Joe is the treasurer, as well as a board member, of the Hyde Park Tennis Club. He also is involved with the Young Association for Corporate Growth, the ESOP Association, and the CFA Society of Cincinnati.
- Young Association for Corporate Growth
- CFA Society of Cincinnati
- ESOP Association
- Xavier University, BSBA in Finance