Joel serves as co-chief investment officer of the investment team in Chicago. In this role, Joel is responsible for leading the firm’s equity research process, as well as developing portfolio construction for Kovitz’ Core Equity and Hedged Equity strategies. He also serves as a member of the firm’s Fiduciary Board and Executive Committee, supervising daily operations and business strategy implementation. Prior to joining Kovitz in 2006, Joel worked as an equity research analyst for KeyBanc Capital Markets, a Division of McDonald Investments, where he performed financial market analysis as a member of an award-winning basic materials research group. Joel has been published in CFA Magazine and featured in publications such as: Bloomberg, the Chicago Sun-Times, and Value Investor Insight. Joel graduated from the University of Michigan with a Bachelor of Arts degree in Economics. He is a CFA® Charterholder and member of the CFA Society of Chicago.