- BA in Economics, Brown University
- Boston University Program for Financial Planners
As a Wealth Manager at the firm, Joel provides clients with comprehensive investment management and financial planning advice. In addition, Joel is responsible for overseeing the daily trading activity at the firm. Prior to becoming a Wealth Manager, Joel worked as a member of our client associate team handling day-to-day client operations including trading, reporting, and account maintenance.
Joel came to B|O|S from Citigroup Prime Brokerage, where he served as an Account Manager with responsibility for the coverage of hedge funds. Prior to Citigroup, Joel worked as a Custody Analyst and Settlements Specialist at Mellon Global Securities Services in Massachusetts.
Joel lives in San Francisco with his family.