Joel G. Oldham

Joel has been with J.L. Bainbridge since 2002, bringing the knowledge and experience he accumulated working with Morgan Stanley Dean Witter and Charles Schwab & Co., Inc.

As a senior vice president, he is responsible for prospective client identification and managing portfolios for a dedicated group of clients. He also serves as a member of the Investment Committee, participating in the identification and review of companies and instruments considered for investment.

Joel, who has a B.S. in Political Science from Arizona State University, lives in Lakewood Ranch with his wife and two daughters.