Joel Bennett
Wealth Management Associate
Joined RMB
January 2024
Education
BBA in Finance and Economics, Western Michigan University
Accreditations
Previous Experience
- EQIS Capital, VP Business Strategy
- AssetMark, Wealth Management Consultant
- T. Rowe Price, Investment Consultant
Bio
Joel is a Wealth Management Associate for Curi RMB Capital. Joel is responsible for establishing and maintaining relationships and providing exceptional client service. Joel provides support to Wealth Advisors by gathering data, analyzing, and evaluating the financial status of clients. He is also responsible for researching and communicating complex investment strategies, developing, and presenting financial planning recommendations.
Joel has more than 20 years of experience in the wealth management industry. Joel was responsible for the creation, marketing, and distribution of proprietary multi-manager UMA model solutions, ultimately responsible for $2 Billion in client assets at a turnkey asset management platform. Prior to this role, he has acted as a wealth management specialist helping financial advisors grow fee-based businesses.
Joel earned his BBA at Western Michigan University, double majoring in Finance and Economics. He is a candidate for CFP® certification spring 2025.