Joel F. Nies, CRPC®

DIRECTOR OF OPERATIONS
Commons Capital Advisors | Joel F. Nies
It’s Not About Ideas — It’s About Making Ideas Happen

Mr. Nies joined Commons Capital Advisors as the Director of Operations in 2015. He primarily advises Commons Capital Advisors on all non-client organizational efforts in running the firm efficiently. Prior to that he worked for SeaCrest Wealth Management and spent six years at Merrill Lynch Global Wealth Management.

Mr. Nies joined Commons Capital Advisors as the Director of Operations in 2015. He primarily advises Commons Capital Advisors on all non-client organizational efforts in running the firm efficiently. Prior to that he worked for SeaCrest Wealth Management and spent six years at Merrill Lynch Global Wealth Management.

The Price of Success is Hard Work and Dedication

Before Merrill Lynch, Joel worked on the institutional side at Needham & Company in the equity research department where he enhanced his investment skills by studying company fundamentals and contributing to writing research. His belief as a former financial advisor is that active management frees investors from the emotions of investment decisions and allows their managers to identify opportunities.

Joel graduated from Cornell University’s School of Operations Research and Information Engineering in 1993. He holds the designation of Certified Retirement Planning Counselor from the College for Financial Planning. He has also successfully passed level 1 and level 2 exams towards the Chartered Financial Analyst designation. Upon graduation from Cornell, he was fortunate to have the opportunity to pitch in minor league professional baseball for the Boston Red Sox. Joel and his wife reside in Ipswich.

Before Merrill Lynch, Joel worked on the institutional side at Needham & Company in the equity research department where he enhanced his investment skills by studying company fundamentals and contributing to writing research. His belief as a former financial advisor is that active management frees investors from the emotions of investment decisions and allows their managers to identify opportunities.

Joel graduated from Cornell University’s School of Operations Research and Information Engineering in 1993. He holds the designation of Certified Retirement Planning Counselor from the College for Financial Planning. He has also successfully passed level 1 and level 2 exams towards the Chartered Financial Analyst designation. Upon graduation from Cornell, he was fortunate to have the opportunity to pitch in minor league professional baseball for the Boston Red Sox. Joel and his wife reside in Ipswich.

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Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

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Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

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Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

Commons Capital Advisors | Join Our Team

Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

Commons Capital Advisors | Join Our Team

Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

Commons Capital Advisors | Join Our Team

Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

Commons Capital Advisors | Join Our Team

Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

Commons Capital Advisors | Join Our Team

Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

Commons Capital Advisors | Join Our Team

Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

       

© 2018 Commons Capital Advisors, LLC.
All rights reserved.

    

© 2018 Commons Capital Advisors, LLC. All rights reserved.