Contact
New York NY, 10018
212-625-1200
Joey Fishman
Sr. Advisor
“I entered the industry in a way that many people do – the wrong way. During the early 2000s, I worked with a team of proprietary traders who ran short-term stock screens. Eventually, I took on the trader role myself. I was initially successful, but then the financial crisis hit, and I found myself exhausted, humbled, and miserable. Over the next few years, I made fits and starts to find my footing. Eventually, I began running a tactical strategy for a wealth management firm based in Portland. I slowly began building up a client base of real estate investors and attorneys who were too focused on purchasing properties after the 2008 market crash to manage their retirement accounts. Many of their existing portfolios consisted of high-cost active mutual funds and obscure hedged strategies put together by insurance companies or wirehouses. Switching to my approach alone saved them money.”
I am incredibly fortunate to work with colleagues and clients who share a common mission, culture, and philosophy. To have the opportunity to work with this team is an absolute dream come true. “Furthermore, providing unconditional support to clients’ lives has become a calling. In my work with clients, I’ve learned they want to be heard, loved, given an opportunity to improve their lives, and above all, experience less uncertainty. The art and science behind this work give me a never-ending sense of satisfaction.”
“I can usually be found traversing the High Desert with my family on weekends. If I’m not there, I’m probably toiling with something in the garage.”
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