Suggestions
Joe Miller, CFP®, CPWA®
Managing Partner at Flatiron Search Partners and Entrepreneur
Joe Miller, CFP®, CPWA®, is the Head of Retail Retirement at MissionSquare Retirement. He has over 30 years of experience in the wealth management and financial planning industry. His expertise encompasses various aspects of financial services, focusing on retirement solutions for clients.
Miller holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations, which highlight his qualifications in financial planning and wealth management. His professional journey reflects a commitment to enhancing retirement strategies and providing comprehensive financial guidance to individuals and organizations.1
Get intro to Joe
Add to my network
Experience
Managing Partner at Flatiron Search Partners (May 2018 - Present)
Multi-Unit Owner at Orangetheory Fitness (May 2017 - Present), Partner | Talent & Operations at Empire Portfolio Group (May 2017 - Present), Advisory Board Member at Myodetox (May 2018 - Present), Advisory Board Member at The Bruery & Offshoot Beer Co. (October 2020 - Present), Vice President | Head of Operations & Talent Management at SoulCycle Inc. (September 2014 - August 2018), Co-Founder | Head of Operations & Partnerships at Catalant Technologies (March 2013 - May 2016), Business Development and M&A at Equinox (February 2011 - September 2012), Investment Banking Analyst at Morgan Stanley (2009 - 2011), Analyst at JP Morgan (2008 - 2009)
Education
Master of Business Administration (M.B.A.) at Harvard Business School, BA, Distinction in Economics at Colorado College
Location
Glen Allen, Virginia, United States
People also viewed
Allison Cutler
Top 50 Women Leaders in Toronto 2024 & 2023 | Full Stack Marketer & Strategist Who Helps Brands Tell Their Stories | Generative AI Certified
Joey da Costa
Owner at Joey's Junk Removal
Varun Kejriwal
Ecomm | Consumer products | Private Equity | Tech
Mutual Connections
See who you know in common with Joe
Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
Allison Cutler
Top 50 Women Leaders in Toronto 2024 & 2023 | Full Stack Marketer & Strategist Who Helps Brands Tell Their Stories | Generative AI Certified
Joey da Costa
Owner at Joey's Junk Removal
Varun Kejriwal
Ecomm | Consumer products | Private Equity | Tech
Mutual Connections
See who you know in common with Joe