Team Member

Joel started his career as an attorney at Gouldens Solicitors in London, now Jones Day. He left private practice to join the investment bank Collins Stewart. In 2004, he became COO of the Collins Stewart Tullett group, a multi-national broker with over 3,500 staff in 27 locations. He was then appointed CEO of Collins Stewart plc, the group’s investment banking, brokering and wealth management divisions, when it was de-merged and separately listed. During his tenure as CEO, revenues doubled as he focused on key acquisitions and organic wealth management growth. The company had $16 billion of AUM when it was acquired by Cannacord Genuity in 2012. Since 2012 Joel has been involved in variety of fund raising and advisory roles. He holds FINRA Series 7, 24 and 63 licenses.