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Profil
Joe David Staggs was the founder of PBS Capital Management LLC, founded in 2009, where the title held was Partner from 2009 to 2011.
Former jobs include President & Chief Executive Officer at SWK Holdings Corp.
from 2024 to 2026, Research Associate at Raymond James & Associates, Inc., Senior Portfolio Analyst at Highland Capital Management LP from 2006 to 2009, Analyst at Alistair Capital Management LLC, and Vice President-Investments at Annandale Capital LLC.
Education includes an undergraduate degree from The University of Arkansas conferred in 2003.
Anciens postes connus de Joe Staggs
| Sociétés | Poste | Fin |
|---|---|---|
| SWK HOLDINGS CORPORATION | Directeur Général | 06/04/2026 |
Highland Capital Management LP
 Highland Capital Management LP Investment ManagersFinance Highland is a global alternative fixed income manager that specializes in bank loans, high yield credit, distressed debt, structured products, real assets, and long-short equities, with a global geographic reach. The firm’s investment philosophy is rooted in a value-oriented, long-term approach, which combines bottom-up research with top-down technical market analysis. Their analysts follow a rigorous and time-tested bottom-up credit analysis for each credit they manage. Highland is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Corporate Officer/Principal | 01/03/2009 |
Annandale Capital LLC
 Annandale Capital LLC Investment ManagersFinance Annandale takes an evidence-based approach, using variables that are known, measurable, and historically reliable in order to build diversified portfolios for their clients. The firm builds well-diversified portfolios consisting of traditional bonds and stocks that are complemented by select opportunities in private markets. They focus most of its private markets research on: Private Equity, Secondaries, Oil & Gas Minerals, Real Estate and Private Credit. Annandale conducts bottom-up, fundamental research. The firm divides its fundamental research into three areas: quantitative, qualitative, and operational. | Corporate Officer/Principal | - |
Alistair Capital Management LLC
 Alistair Capital Management LLC Investment ManagersFinance Alistair Capital Management seeks to deliver superior absolute returns while minimizing the risk of permanent loss through a long/short strategy of investments in publicly traded securities. The firm focuses on situations where they believe companies have been overlooked or are misunderstood by other market participants. The Alistair Capital Fund often invests in companies that have at least one of the following: (1) small equity capitalizations (under $2 billion) (2) limited analyst coverage (3) recently spun-off (4) recently emerged from bankruptcy (5) part of a stub situation (6) complex or misleading accounting (7) unnatural owners, such as merger securities and (8) undergoing a change in control, capital structure or strategy. | Analyst-Equity | - |
PBS Capital Management LLC
 PBS Capital Management LLC Investment ManagersFinance Provides investment advice | Fondateur | - |
Formation de Joe Staggs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Highland Capital Management LP
Highland Capital Management LP Investment ManagersFinance Highland is a global alternative fixed income manager that specializes in bank loans, high yield credit, distressed debt, structured products, real assets, and long-short equities, with a global geographic reach. The firm’s investment philosophy is rooted in a value-oriented, long-term approach, which combines bottom-up research with top-down technical market analysis. Their analysts follow a rigorous and time-tested bottom-up credit analysis for each credit they manage. Highland is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SWK Holdings Corp.
 SWK Holdings Corp. Finance/Rental/LeasingFinance Operates as an investment holding company with interest in providing financing and pharmaceutical development solutions | Finance |
PBS Capital Management LLC
PBS Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Alistair Capital Management LLC
Alistair Capital Management LLC Investment ManagersFinance Alistair Capital Management seeks to deliver superior absolute returns while minimizing the risk of permanent loss through a long/short strategy of investments in publicly traded securities. The firm focuses on situations where they believe companies have been overlooked or are misunderstood by other market participants. The Alistair Capital Fund often invests in companies that have at least one of the following: (1) small equity capitalizations (under $2 billion) (2) limited analyst coverage (3) recently spun-off (4) recently emerged from bankruptcy (5) part of a stub situation (6) complex or misleading accounting (7) unnatural owners, such as merger securities and (8) undergoing a change in control, capital structure or strategy. | Finance |
Annandale Capital LLC
Annandale Capital LLC Investment ManagersFinance Annandale takes an evidence-based approach, using variables that are known, measurable, and historically reliable in order to build diversified portfolios for their clients. The firm builds well-diversified portfolios consisting of traditional bonds and stocks that are complemented by select opportunities in private markets. They focus most of its private markets research on: Private Equity, Secondaries, Oil & Gas Minerals, Real Estate and Private Credit. Annandale conducts bottom-up, fundamental research. The firm divides its fundamental research into three areas: quantitative, qualitative, and operational. | Finance |
