Joseph P. Byrne, CFA

Joseph P. Byrne, CFA

Vice President, Alternative Investment Due Diligence

As Vice President, Alternative Investment Due Diligence, Joseph (Joe) Byrne is a leading member of the LPL Financial Research due diligence team. This team is responsible for conducting research in the alternative investments space and performing due diligence reviews of related products considered for addition to LPL Financial's model platforms. These products include illiquid and semi-liquid products such as non-traded REITs, Business Development Companies (BDCs), hedge funds, and private equity offerings, to name a few. He joined LPL Financial in 2011 as a research analyst focused primarily on real estate products. 

Prior to LPL Financial, Mr. Byrne was an equity research investment associate at Putnam Investments.

He holds a master's of business administration from Boston University with a finance concentration, and a bachelor's degree in economics from the College of the Holy Cross. Mr. Byrne received his Chartered Financial Analyst designation in 2008, and he is FINRA registered.


*Joseph Byrne is an employee of the LPL Financial Research Department and is not affiliated with Cornerstone Wealth Management. 

Phone (435) 215-4772