Joel is the VP of Corporate Finance at Clario, with a background in investment banking at Evercore and private equity. A Chartered Financial Analyst (CFA) charterholder, he holds an MBA from Columbia Business School and a BS from the University of Southern California.
Outside of his professional life, Joel is likely a supporter of his alma maters teams. Given his time at the University of Southern California and Columbia, he may follow the USC Trojans and Columbia Lions sports programs.
He holds multiple FINRA certifications, including the SIE, Series 63, and Series 79, underscoring his expertise in financial regulations.