S. Joel Mittelman, CFA, CFP, CPA
President & Chief Investment Officer
Spanning three decades, Joel has developed deep technical expertise working with a variety of sophisticated client types. His highly differentiated background and related accomplishments, combined with his empathy, curiosity, and passion for delivering client excellence, make him uniquely valuable for client families.
EXPERIENCE
BNY Mellon
Fidelity
McKinsey & Company
Deloitte & Touche
Fiduciary Trust
Wellington Management
EDUCATION
MBA | Carnegie Mellon University
University Honors with Distinction
BS | University of New Hampshire
Business Administration
AFFILIATIONS
CFA Institute
CFA Society of Boston
Financial Planning Association
Merrimack Valley Estate Planning Council
COMMUNITY
Temple Emanuel
Executive Committee
Lawrence General Hospital
Strategic Initiatives Committee
Andover Youth Sports
Baseball, Basketball, and Soccer Coach
Board of Advisors
Stephen Alepa, CFA
CEO, Olmstead Associates
- Artificial Intelligence
- Investment Operations
Mark Donohue
CFO, Evolv Technology
- Corporate Development
- Strategic Finance
Barry Finegold, JD
Founder, Dalton & Finegold
- PropTech Investing
- Real Estate
Alex Goldman
CFO & COO, SidelineSwap
- Entrepreneurship
- Angel Investing
Peter Lachance, CPA
Founder, Altair Group
- Compliance
- Tax
Nevin Markwart, CFA
CISO, FutureVault
- Cyber Security
- Private Investing
Dick Santagati
Past President, Merrimack College
- Nonprofits
- Strategic Planning
Debra Silberstein, ESQ
Partner, Burns & Levinson
- Philanthropy
- Trust & Estates