Our Qualifications

Maya Joelson has been advising individuals and small businesses on their financial planning and investment needs for several years and was previously at Merrill Lynch in Washington DC.  Prior to Merrill Lynch, Maya worked in London, UK and advised portfolio managers at Goldman Sachs, JP Morgan, Blackrock and other of the world's most prestigious funds on their investment positions in emerging markets. 

Maya Marisa Joelson holds a MPA from Harvard Kennedy School, a MBA from Kellogg at Northwestern University, and a BA from Wesleyan University.