Focus Areas

Joel helps families manage wealth, with an emphasis on tailoring investment strategies to align with unique client needs and preferences. He also serves as Head of Nonprofits, where he plays a leadership role with our foundation & nonprofit clients. Enabled by our distinctive business model, what he enjoys most is truly putting clients’ interests first and helping them to develop a thoughtful and realistic path towards realizing their various goals.

Experience

Before joining Fiduciary Trust, Joel was a client portfolio manager at The Boston Company where he worked with a variety of clients around the world, was a member of the asset allocation committee, and provided thought leadership through presenting at conferences and authoring white papers. His additional professional experiences include Fidelity Investments, Wellington Management, McKinsey & Company, and Deloitte & Touche, and RINET Company.

Thought Leadership

Joel has authored multiple white papers on investment management and provided investment training to pension, endowment and foundation professionals at conferences. His most recent material includes:
Tax Law Changes for Private Foundations
Managing in a Low Interest Rate Environment

Community Involvement

Lawrence General Hospital – Development Committee
Temple Emanuel – Board member
Andover Youth Sports – Former Coach and Board member

Personal

Born in Canada, Joel grew up in Manchester, New Hampshire and currently resides in Andover, Massachusetts with his wife and three children.