Expertise
Joel is a Senior Wealth Strategist at Northern Trust in Dallas. He is responsible for the development of investment management and fiduciary relationships. His areas of expertise include multigenerational wealth management consultation and comprehensive investment planning advice.
Experience
Joel joined Northern Trust in 1999 and has more than 30 years of combined financial experience within the investment and banking industries. For almost 10 years, his professional experience was with a major financial service provider in Dallas, where he held a senior management position and specialized in dealing with the fixed income securities markets.
Community Involvement
Joel has served on the Board of Governors for the Dallas Estate Planning Council and is an investment committee member of the Dallas Arboretum and Botanical Society Foundation.
Education
Joel graduated from Southern Methodist University with post graduate certificates earned from the University of California, Berkley and the Wharton School of the University of Pennsylvania.
Credentials
He holds a Certified Investment Management Analyst (CIMA) designation as well as FINRA Series 7 and 63 securities licenses.
Joined Northern Trust
1999