Joel Poel Portfolio Manager Western Michigan Private Bank Team

As Portfolio Manager, Joel Poel assists in the development of your personal investment policy guidelines. Joel makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.

Education

He earned a bachelor's degree from Calvin College in 1994, and is a Chartered Financial Analyst.

Personal & Community Participation

Joel Poel serves as Vice President and Portfolio Manager for Fifth Third Private Bank. In this role, he provides investment research, advice and investment management to high net worth clients. He has more than a decade of experience in the investment management industry. Joel is a member of the West Michigan Society of Financial Analysts and the CFA Institute.