Joel T. Bennett brings over 25 years of wealth management experience, helping clients and financial advisors achieve superior results through expert client relationship management, business development, and portfolio construction. Known for delivering superior client experience, Joel focuses on providing tailored solutions that enrich the lives of those he serves.
Throughout his career, Joel has held key roles at respected firms such as T. Rowe Price, JP Morgan Chase, and an innovative start-up. In 2019, he was appointed Acting Chief Investment Officer at the San Francisco start-up, where he served as a fiduciary overseeing $2 billion in client assets.
A 2000 graduate of Western Michigan University, Joel earned a Bachelor of Business Administration with dual majors in Finance and Economics. He has completed the education requirements for the CFP® certification through DePaul University and is currently pursuing the examination requirement to become a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of his professional life, Joel enjoys boating, competing in triathlons, and embarking on outdoor adventures with his yellow lab, Special Agent Utah.
