Bio
Joel’s signature strengths include creativity, curiosity, appreciation of beauty, love of learning, and zest. He is an avid outdoorsman, photographer, cyclist, and cartoonist. When not pursuing these PERMA-enhancing hobbies, Joel can be found helping his clients flourish, serving on nonprofit boards, and embarrassing his three daughters by talking to complete strangers.
From 2006 to 2018, Joel was a Group Chair with TIGER 21, the premier peer-learning network for ultra-high net worth entrepreneurs and investors. He facilitated full-day member meetings and coached members and their families on the “hard” and “soft” aspects of wealth. During his 12 years with TIGER 21 and through his coaching work with high-achieving individuals and families, Joel learned a good deal about the psychology of wealth. He wondered if and how money and material success correlated with psychological well-being, meaning, and happiness.
Joel applied to MAPP (class of 2019) with a desire to explore what he calls “the three F’s” of family, finance, and flourishing. In his capstone paper (“Conceptualizing a Family Flourishing Dashboard”), he explored the interplay of individual and family well-being, including definitions, measures, and interventions designed to enhance family flourishing. Today, through his consulting firm From Wealth to Wisdom, Joel helps high net worth families and wealth advisors apply positive psychology frameworks and tools to boost individual well-being and family flourishing.
In addition to his adventures in MAPP-land, Joel earned a BA from Stanford University and an MBA from the Yale School of Management. He is certified as an Individual and Organizational Coach through the Hudson Institute of Coaching in Santa Barbara, CA.
Since graduating from MAPP in 2019, Joel has remained involved as an AI for MAPP 708 and MAPP 603 and as a TA for APOP 2200.
Joel invites you to reach out to him at Summit and/or directly to explore any shared interests, including Wealth Psychology, Family Well-Being, Nonprofit Board Service, Philanthropy, Leadership Coaching, Family Dynamics, Climate Change & the Environment, the Adirondack Mountains, Cartooning, Photography, Outdoor Cycling & Peloton, and Jewish History.
