- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
Joel is a Regional Portfolio Advisor and Senior Vice President at Northern Trust for the state of Texas. He develops and implements investment strategies designed to achieve specific investment goals for high-net-worth families, individuals and institutions.
Experience
Joel has extensive experience working with a broad array of diversified investment vehicles, allocating portfolios across equity, fixed income and alternative asset classes. He designs portfolios built to navigate today’s volatile return environments and global markets. Joel has over twenty years of experience in the financial services industry, working with clients to ensure their portfolios are in strategic alignment with their lifetime goals and comprehensive financial planning framework. Prior to joining Northern Trust Joel served as Portfolio Manager at a global private wealth management company in Houston, Texas, chairing the company’s Investment Committee.
Community Involvement
Joel serves on the Advisory Board for The Salvation Army Houston Area Command and is a member of the Houston Blues Society. Joel enjoys spending time with his wife and four children.
Joined Northern Trust
2025
Education
Joel holds bachelor’s and graduate degrees from Texas Tech University and Creighton University
Credentials
CFP®
Houston
Cash Services Available | ATM Available*
1801 Post Oak Boulevard
Suite 500
Houston, Texas 77056