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Chicago, IL, United States
Joel is a partner in the Ernst & Young LLP (EY US) Wealth & Asset Management practice with over 20 years of industry experience, most recently as Fund Tax Director at Nuveen Investments, where he oversaw the tax management of approximately 200 regulated investment companies. Joel brings strong knowledge of mutual fund taxation as well as taxation of alternative investments, including trust funds, hedge funds and private equity structures.
He has provided tax services to financial asset managers, both as a public accounting firm member and as an industry tax director. As a public accounting firm director, his clients included five of the largest mutual fund complexes, where he directed audit tax policies and technical positions for the mutual fund tax practice. He has extensive experience overseeing the tax management and compliance of all RIC types, such as mutual funds, closed-end funds, exchange-traded funds, interval funds and business development companies.
How Joel is building a better working world
Despite the pandemic-driven market volatility, the wealth and asset management industry continues to evolve to meet cost pressures, manage regulatory change, and embrace the growth of digital transformation. My drive is to deliver diverse teams, perspectives and solutions to clients to increase efficiency and modernize their tax planning and compliance functions.