Class of: 2007

Joel M. Roberts

Joel M. Roberts (Questrom’07) of Needham, Mass., launched Brescor Wealth Advisory, a wealth management firm. Joel has more than 15 years of experience in the industry, having held executive positions at both a registered investment advisor and a family office. With Brescor Wealth, Joel hopes to democratize access to high-quality services, including financial planning, investment management, and personal finance coaching. You can email Joel at jroberts@brescorwealth.com. Visit www.brescorwealth.com.

From the Summer 2025 issue.