Joel helps families manage wealth, with an emphasis on tailoring investment strategies to align with unique client needs and preferences. In addition, he plays a leadership role with our endowment & foundation clients. Enabled by our distinctive business model, what he enjoys most is truly putting clients’ interests first and helping clients to realize their goals and aspirations.
Before joining Fiduciary Trust in 2015, Joel was a client portfolio manager at The Boston Company where he worked with a variety of clients around the world. His additional professional experiences include Fidelity Investments, Wellington Management, McKinsey & Company, Deloitte & Touche, and RINET Company.
Joel has authored multiple white papers on investment management and provided investment training to pension, endowment and foundation professionals at conferences. His most recent paper, focused on endowments and foundations, is "Managing in a Low Interest Rate Environment"
Temple Emanuel – Board member
Andover Youth Sports – Coach
Born in Canada, Joel grew up in Manchester, New Hampshire and currently resides in Andover, Massachusetts with his wife and three children.