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Cover Image JOSLIN CAPITAL ADVISORS
JOSLIN CAPITAL ADVISORS

JOSLIN CAPITAL ADVISORS

Summary

Joslin Capital is a provider of financial advisors that preform financial planning, retirement planning, and wealth management services.

Deals Overview

Total Deals1
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

Deals

Service Providers

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Portfolio

Team (6)

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Mike Joslin

Mike Joslin

ManagerCEO
Deal Bio
Total Deals
1/
Total Value
value n/a
Chris Bentley

Chris Bentley

ManagerClient Advisor
Deal Bio
Total Deals
1/
Total Value
value n/a
David Monsees

David Monsees

ManagerSupport Advisor
Deal Bio
Total Deals
1/
Total Value
value n/a
Charissa Portillo

Charissa Portillo

ManagerDirector of Client Services
Deal Bio
Total Deals
1/
Total Value
value n/a
Lori Bawden

Lori Bawden

ManagerOperations Associate
Deal Bio
Total Deals
1/
Total Value
value n/a
Eric Land

Eric Land

ManagerFinancial Operations and Compliance Consultant
Deal Bio
Total Deals
1/
Total Value
value n/a

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