Joe Li

Vice President

Joe has more than 9 years of private equity, private credit and transaction advisory experience.

 

Prior to joining Caprice, he served as a Vice President on the investment team at Highland Avenue Capital Partners where he focused on sourcing, executing, and managing control equity investments in the lower middle market.

 

Prior to Highland, Joe was a Senior Associate on the investment team at Tregaron Capital, an investment firm focused on lower middle market control equity and credit opportunities. 

 

Joe also spent time working as a Senior Associate in the transaction advisory practice at KPMG in Los Angeles. He earned his B.S. in Accounting from the University of Utah and a Masters of Accounting from the University of Southern California, where he is an occasional guest lecturer on accounting and finance topics.  Joe currently resides in Culver City, CA with his girlfriend and two adorable cats, Marie and Toulouse

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