Joseph P. Fell

One of three Wealth & Portfolio Specialists on the Poljak Group team, Joseph partners with Denis and Davor to independently conduct research, analyze portfolios and develop investment strategies for clients. He keeps clients current with market and stock research assistance and participates in the firm’s management and business operations.

• Interacts with clients concerning the group’s business relationships and administrative services
• Assists with implementing business development strategies
• Assists corporate clients and their employees with ongoing servicing and oversight of retirement plans
• MBA, Louisiana State University-Shreveport
• Bachelor’s degree in construction management, minor in technical sales and business administration, Louisiana State University