Joel Colpitts

Assistant Vice President of Finance

Joel Colpitts is the assistant vice president of finance at 1st Global, where he leads the Accounting, Advisor Compensation and Office Services departments and helps to ensure effective financial and budgetary controls, fiscal responsibility, and accountability are present throughout the entire organization. He began his career at 1st Global in 2013 and previously worked as a controller in the same facet of his current role.

Joel received his Bachelor of Arts degree in economics and political science from Westminster College, and his lifelong fascination with governments and historical economic impacts eventually led him to seek a career in the financial services industry. Prior to 1st Global, he was a financial consultant at Merrill Lynch, a branch controller at Graebel Moving and Storage, a controller at Investment Professionals Inc., and a chief financial officer at Esposito Securities. He appreciates that his current role allows him to lead a team that develops essential financial performance information and guides management decision making in the future. He is a member of the Financial Services Institute (FSI) Accounting and Finance Council and has passed his FINRA Series 27 exam.