“The greatest part of my job is the opportunity I have every day to listen and learn from clients and prospects.”
Joel’s a natural coach. Whether it’s on the soccer field with one of his children, or in his role designing and implementing investment strategies for corporations, foundations and endowments, Joel likes to win, and to coach and contribute to successful client investment outcomes.
“It is such a privilege to be in position where we can exchange ideas with exceptional people and organizations and know that these ideas will directly benefit the individuals and causes these organizations support.”
With 18 years of experience, Joel also manages Highland International’s Canadian clients, fanning his interest in adding hockey to his roster of coaching gigs.
Joel has a bucket list that includes visiting all seven continents. He’s got three more to tackle. On his bucket “done-that” list is a marathon—one he ran cold, 26.2 miles without training. (Did we mention that Joel’s a born competitor?)
- 19 years relevant experience
- 15 years with Highland
- BBA, Cleveland State University, Summa Cum Laude
- MBA, Baldwin Wallace University
- Beta Alpha Psi Honor Society
- CFA® Charterholder
- CFA Institute
- CFA Society of Cleveland
- Certificate in Canadian Benefit Plans