Joel Handy
Director, Business Development
Mr. Handy is a Director, Business Development at Efficient.
His focus is on North American institutional sales and marketing, helping to manage relationships with consultants, pensions, endowments, foundations and family offices in the USA and Canada. He has written a number of white papers and articles, is a CAIA charter holder, has a Series 3, and has been in the industry since 2008.
Connect with me to discuss how we can help you achieve your financial goals—fill out the form on our contact page to schedule a meeting.