Joel is a Partner based in the San Francisco office. He provides clients with comprehensive investment management and financial planning advice. The cornerstone of Joel’s day is guiding clients through key financial decisions and helping them prioritize their most important life goals.
Before joining Cerity Partners, Joel was a Director, Wealth Management at B|O|S. In addition to working with clients, he oversaw the daily trading activity at the firm and served as a member of the Financial Planning Team. Prior to B|O|S, Joel worked at Citigroup Prime Brokerage serving as an Account Manager covering hedge funds.
Joel earned his Bachelor of Arts in Economics from Brown University. He holds the Certified Financial Planner (CFP®) designation from Boston University’s Financial Planning Certificate Program.
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