Joel joined Castle Wealth Management in October 2018 as a Research Analyst. Joel supports our firm’s investment research, portfolio analysis, and many research projects. He is in training to be our firms Tamarac Systems Specialist.
Joel earned his Master of Business Administration in Finance at Nova Southeastern University in 2016 and holds a Bachelor of Science in Biology with a chemistry minor from the University of Central Missouri. Joel was raised in Missouri and moved to Florida for his MBA program. His most recent accomplishment has been completing the competitive Financial Analyst Program at Florida Atlantic University in 2017.
Previous experience includes working for Cano Health as a mergers and acquisitions analyst and as a senior financial analyst for a family office.