The greatest investors win by setting a long-term plan and sticking to it for their endowment and fund. Throughout my history at different organizations, my success has come from my mindset of bringing a great plan and then sticking to that plan.
your steady hand
A Steady Leader With a History of Achieving Organizational Goals and Investment Returns
With over 25 years of executive experience in endowment, foundation, pension and defined contribution plan investing, as well as key corporate executive roles within large companies like the the Kellogg Company, I have honed my skills and developed a keen sense of what it takes to succeed in today's competitive investment and business landscape.
Board member & advisor
Get to Know Me
Let’s forge an impactful return that’s rooted in mission and driven by strategy
"I worked closely with Joel Wittenberg for more than 15 years in his roles as treasurer, IR and CIO, where he excelled in all of them. He has an inquisitive investment mindset with a history of identifying investment opportunities in their early stages while also structuring portfolios to protect on the downside. Additionally, as a leader and board member, Joel’s strength is motivating and driving his organizations to succeed."
John A. Bryant, former Chairman & CEO of the Kellogg Company and board member W.K. Kellogg Foundation Trust
Investment Officer
Organizational Leadership
Strategic Advisor
Board of Directors
Financial Soundboard
Corporate Change Agent
Mutual Fund Board
Group Facilitator
