June 26, 2020by PavelJoel M. Guerrero


Joel has years of experience in investment management, managing both public and private securities on behalf of his clients. He spent many years working at Bank of America/ Merrill Lynch, where he managed wealth for HNW individuals. Joel obtained his bachelor’s degree from Suffolk University in Boston MA, graduating with honors in business with a concentration in investment management. He enjoys traveling, cooking, aerospace, and cars.