John Steele

John Steele

Director of Investments

  • Education

    B.B.A, Majors in Finance and Management and Minors in Economics and International Business, University of Kentucky

  • Certifications/Licenses

    Chartered Financial Analyst (CFA®)

  • Involvement

    – Atlanta CFA Society (ASFIP)
    – Buckhead Church
    – Public School Financial Literacy
    – Feed My Starving Children

  • Joined Us In

    2017

  • Prior Experience

    Portfolio Manager for BB&T Wealth

  • Born & Raised

    Lexington, KY – famous for bourbon, basketball and horse racing!

  • Favorite Quote

    “I find that the harder I work, the more luck I seem to have.”

    – Thomas Jefferson

John Steele, JOYN’s Director of Investments, joined us from BB&T where he worked as a Portfolio Manager building highly customized, tax-efficient portfolios for high net worth clients. “I love helping clients worry less about their financial future and focus more on using their wealth to create more meaningful lives—I get to do that every day at JOYN,” he explains.

Steele devours investment research daily and his passion for the industry started at a young age when he read The Motley Fool Investment Guide for Teens. He graduated summa cum laude from the University of Kentucky with a B.B.A. in Finance and Management, with minors in Economics and International Business. He later obtained the Chartered Financial Analyst (CFA®) designation and is currently preparing for the Certified Financial Planner (CFP®) exam.

As Director of Investments, Steele leads the Investment Committee which determines JOYN’s investment strategies, asset allocation, and fund selection. In addition, he serves as a member of the Wealth Management Committee, oversees portfolio trading, and coordinates capital markets research with JOYN’s 30+ person investment research partner.

You typically won’t find Steele around the office without a protein shake in hand as two of his personal disciplines include weight-lifting and nutrition. He’s a true finance nerd but tries to stay balanced by practicing Krav Maga, going on scenic motorcycle rides, hiking steep trails, and kayaking through river rapids. He also loves to travel, whether it is sailing through the BVIs, exploring vineyards in Tuscany, or cycling down a volcano in Maui. He still has many places left to visit on his bucket list when he gets the chance to escape from his normal routine of working long hours in the office.

John’s Insights

2018 Year in Review
Economic Implications of Midterm Elections

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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