Senior Managing Director, Bernstein Private Wealth Management
Local Board Member, Tampa Bay
Joel is a Senior Managing Director with Bernstein Private Wealth Management, overseeing the firm's Tampa-based private wealth operations which include Tampa-St. Petersburg, Sarasota, Naples, Orlando and Jacksonville. With almost three decades of industry experience, his current role draws upon the full breadth of his experience in the institutional investment and private wealth management areas. Joel's passion and expertise benefit high net worth individuals and their families, executives, business owners and institutions alike in discovering, defining and implementing bespoke investment plans that balance their beliefs and objectives.
Joel is a 1991 graduate of Cornell University where he studied Applied Economics and lettered in football on the 1988 Ivy Championship Team. Joel and his wife Jennifer are the proud parents of Jacob, Boston College ‘19 (All-American and All-ACC baseball player) and Jane, Cornell ‘21 Equestrian.