About Joel

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.


BNY Mellon


McKinsey & Company

Deloitte & Touche

Fiduciary Trust

Wellington Management


MBA | Carnegie Mellon University
University Honors with Distinction

BS | University of New Hampshire
Business Administration


CFA Institute

CFA Society of Boston

Financial Planning Association

Merrimack Valley Estate Planning Council


Temple Emanuel
Executive Committee

Lawrence General Hospital
Development Committee

Andover Youth Sports
Baseball, Basketball, and Soccer Coach

Board of Advisors

Stephen Alepa, CFA
CEO, Olmstead Associates

  • Artificial Intelligence
  • Investment Operations

Mae Bradshaw, JD
Of Counsel, SK Lawyers

  • Elder Law
  • Nonprofit

Mark Donohue
CFO, Vestmark

  • Risk Management
  • Wealth Technology

Barry Finegold, JD
Founder, Dalton & Finegold

  • PropTech Investing
  • Real Estate

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