About
Joel
Joel sets the firm’s overall investment strategy, guiding strategic portfolio asset allocation and overseeing manager sourcing, diligence, and research across fixed income, public equities, and alternative investments. He applies his more than 20 years of financial services experience to support both advisors and clients in achieving their goals and is passionate about aligning the firm’s investment direction with its broader mission: helping advisors deliver exceptional service and clients reach their long-term objectives with confidence.
Before joining Focus Partners Wealth, Joel served as Co-Chief Investment Officer at Kovitz Investment Group, where he led strategic asset allocation initiatives, public equity research, and alternative investment strategies. Earlier in his career at Kovitz, Joel was the lead portfolio manager of the firm’s Core Equity strategy, applying deep fundamental research with a private owner mindset. He also spearheaded the development of the firm’s Family Office Services and Institutional business lines.
Outside the office, Joel enjoys spending time on the golf course with his three children.
Education and Professional Credentials:
- University of Michigan - bachelor’s degree in economics
Joel sets the firm’s overall investment strategy, guiding strategic portfolio asset allocation and overseeing manager sourcing, diligence, and research across fixed income, public equities, and alternative investments. He applies his more than 20 years of financial services experience to support both advisors and clients in achieving their goals and is passionate about aligning the firm’s investment direction with its broader mission: helping advisors deliver exceptional service and clients reach their long-term objectives with confidence.
Before joining Focus Partners Wealth, Joel served as Co-Chief Investment Officer at Kovitz Investment Group, where he led strategic asset allocation initiatives, public equity research, and alternative investment strategies. Earlier in his career at Kovitz, Joel was the lead portfolio manager of the firm’s Core Equity strategy, applying deep fundamental research with a private owner mindset. He also spearheaded the development of the firm’s Family Office Services and Institutional business lines.
Outside the office, Joel enjoys spending time on the golf course with his three children.
Education and Professional Credentials:
- University of Michigan - bachelor’s degree in economics