Before founding Clearsight, Joel was a Managing Director with Houlihan Lokey, where he was responsible for leading the firm’s Business Services Investment Banking Group. Joel was also a Partner at Updata Capital, a boutique technology investment bank. Prior to Updata, he led the global financial technology practice at Deutsche Banc Alex.Brown. He had also formed a similar financial technology team at Raymond James & Associates, where he was a Managing Director in its investment banking group.
Prior to embarking on his investment banking career, Joel co-founded and served as the CFO of Virtual Shopping Inc. (dba Zibex), a technology company that provides alternative retail delivery systems to the financial services community. Before that, he was employed by Merrill Lynch Capital Markets in San Francisco.
In June of 2009, Joel received the Community Service Award at the Annual NVTC CFO Awards for his work and role as Chairman of the Greater Washington Area Advisory Board for with Childhelp®, a leading national non-profit organization dedicated to helping victims of child abuse and neglect.
When Joel isn’t busy with Clearsight, his family or being a community activist, you can usually find him around a poker table. He has made several appearances at the World Series of Poker but has yet to bring home the bacon.
Joel received his B.S. in economics at the University of Pennsylvania and his M.B.A. from the Wharton School of the University of Pennsylvania. He has been quoted in various financial publications, including The Wall Street Journal and Barron’s.