Joel Kamor, CFA®

Joel Kamor, CFA®, is a highly experienced Financial Planning Specialist, Financial Advisor, and Chartered Financial Analyst with a remarkable career in the financial services industry.

With over 20 years of institutional experience, Joel has worked in various roles including analysis and trading for a hedge fund, operations at the International Trading Desk of Morgan Stanley, and financial stocks analysis for Sandler O'Neill post 9-11.

Joel's expertise extends to navigating financial crises, having served as a financial sector specialist at Oppenheimer during the 2008 financial crisis and managing the European Credit Crisis in 2011 while working at a hedge fund.

Aside from his financial acumen, Joel is a technology enthusiast with a keen interest in coding languages such as Python, C++, and SQL.

In his leisure time, Joel is a dedicated martial artist, holding a Sandan (3rd level) rank in Shotokan Karate, and volunteers as an instructor for the Police Activity League (PAL). He is also an avid runner and sailor, having completed 2 marathons and enjoying sailing during the summer months.

Currently working at Morgan Stanley Wealth Management with the Bridge Group, Joel specializes in providing family office services to executives, entrepreneurs, and families. He emphasizes personalized solutions and impeccable service, utilizing industry-leading tools like Addepar for performance reporting and analytics.

Joel holds a Bachelor's degree in Management & Finance from Binghamton University, an MBA in Finance & International Business from New York University, and has a background in Computer Programming & Technology, Political Science, and Business Management from the University of Scranton.

His career includes roles at prestigious institutions such as Boston Provident L.P., Oppenheimer & Co. Inc., CIBC Capital Markets, Sandler O'Neill + Partners, L.P., Citibank, and Morgan Stanley.

NMLS#: 1739955