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(616) 653-5454(616) 653-5454

Fifth Third Private Bank Joel Poel

Portfolio Manager

By appointment

About Joel

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.
Personal Background
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.
He earned a bachelor's degree from Calvin College in 1994, and is a Chartered Financial Analyst.
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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