Experience: Prior to co-founding Clearsight, Joel led the Business Services and Financial Technology Teams at Houlihan Lokey, Updata Capital, Deutsche Bank Alex.Brown, and Raymond James & Associates. During his tenure at those firms, Joel advised on over 100 Transactions, both M&A and Capital Raising, aggregating to over $13 Billion.
Education: MBA, University of Pennsylvania–Wharton School of Business; BS, University of Pennsylvania
First Job: Paper boy and manager at Baskin-Robbins
Hidden Talent: Dog whisperer and WSOP poker player
What Moves Me: Helping our clients achieve their vision and the best financial outcome for their business is tremendously rewarding. Completing a transaction that helps clients validate their effort, strategy, and dreams is incredibly powerful. In addition, coaching our Clearsight team members to leverage their talents and skill sets to best advise our clients ensures that, as a firm, we can continue delivering on our mission long into the future.