Joel Shapiro, J.D., LL.M.

Joel serves as the Head of Wealthspire Retirement Advisory. His background as a former practicing ERISA attorney and head of retirement advisory services for NFP for well over a decade make Joel uniquely suited to oversee a practice dedicated to enhancing individuals’ ability to reach retirement goals as well as assisting plan sponsors meet their plan-related obligations.

Joel is dedicated to creating a positive and supportive environment where all team members can work and grow, thereby empowering those individuals to fully focus on client needs and retirement industry thought leadership. He has spearheaded a culture of constant improvement, ownership, and resolve to pursue the right course of action over the easy course of action.

Prior to joining NFP, Joel was with Hewitt Associates, bringing over 10 years of technical experience related to 401(k) plans and ERISA issues. He previously practiced law with Fennemore Craig in Phoenix, AZ.
 
Joel earned his bachelor's degree in political science at Tufts University, his Juris Doctor from the Washington College of Law at the American University, and his Master of Laws in Taxation (LL.M.) from the Georgetown University Law Center. Joel is a frequent speaker at industry events, sits on a variety of industry councils and thought leadership trade associations, and maintains contact with individuals and organizations on and around Capitol Hill.

Previous Experience

• President, NFP Retirement
• Senior Vice President, ERISA Compliance at RPAG/NFP Retirement
• Legal Plan Consultant at Aon Hewitt
• Associate at Fennemore Craig

Education & Credentials

• BA, Tufts University, Political Science
• JD, American University - Washington College of Law
• LLM, Georgetown Law, Taxation