Joseph Medioli

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+1 212 209 7482 direct
New York

Previous Experience

  • Account Coordinator, Cadence Communications
  • Research Assistant, Alumni Affairs and Development Research Office, Harvard University

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Joseph Medioli

Senior Principal

Joe assists clients with strategic acquisitions, corporate governance, derivatives, corporate due diligence, and general regulatory compliance matters.


Prior to joining Promontory, Joe was an account coordinator with Cadence Communications, a public relations and marketing firm, where he researched and compiled reports for new clients and assisted in developing press releases and strategic plans. Joe graduated from the Saïd Business School, Oxford University, with a master of science degree in management research. At Oxford, his coursework included statistical and quantitative research methods, and management and organizational theory. He also completed a dissertation titled “Changes in Nuclear Power: Using Innovations and Social Theories of Risk to Explain Recent Developments in the U.S. Nuclear Power Industry.”


  • M.S., management research, Saïd Business School, Oxford University
  • B.A., history, Harvard University

Affiliations, Awards, and Civic Engagements

Representative Engagements

  • Helped a bank conduct a compliance review of a new cross-border financial product.
  • Helped a bank perform a compliance due-diligence review on its recent acquisitions.
  • Assisted in performing a credit review on a bank’s recently acquired loan portfolio.

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