Joel is the vice president of portfolio consulting at Mariner. He leverages the insight and resources of the portfolio consulting team to provide guidance to advisors on investment alignment, asset allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, he seeks to make what is complex more digestible and enhance the investment experience of the end client.

Joel joined Mariner from the Principal Financial Group, where he spent three years as director of portfolio analytics. In that role, he developed an in-house portfolio consulting program designed to apply forward-looking analysis to advisor portfolios to better address risk.

Joel lives in Folsom, California, with his wife, their two children and a mischievous miniature labradoodle named after a member of the Beatles—appropriate for a family that loves music.