SCHWAB - Key Persons
Job Titles:
- Founder, Dalton & Finegold
Job Titles:
- Partner, Burns & Levinson
Job Titles:
- of Counsel, SK Lawyers / Elder Law
Job Titles:
- CFO, Vestmark / Risk Management
Job Titles:
- Founder, Altair Group / Compliance
S. Joel Mittelman - Chief Investment Officer, President
Job Titles:
- Chief Investment Officer
- President
- CFP
Spanning three decades, Joel has developed deep technical expertise working with a variety of sophisticated client types. His highly differentiated background and related accomplishments, combined with his empathy, curiosity, and passion for delivering client excellence, make him uniquely valuable for client families.