Joel Udoutch is an Associate on the firm’s Data Operations team and is based in the San Rafael, CA office. He is in portfolio management and trading.

Joel’s passion for helping others led him to a career in finance, which offers him a path to guiding people to achieving their life goals. He believes that in being a good steward of money and setting an example for other young professionals, he can give generously and live a fulfilling and rewarding life.

Joel was previously a finance intern for Morgan Stanley, supporting the Teague Wealth Management Group through client communications, building investment proposals, event marketing, and various tasks focused on enhancing operational efficiency.

In his spare time, Joel enjoys spending time with friends and family, watching sports (and running his fantasy sports teams), listening to music, and serving his community through his church in Pleasanton.

Previous Experience

  • Investment Operations Data Associate at Private Ocean Wealth Management

Education & Credentials

  • BS, California State University – East Bay, Finance