Joel Udoutch

Investment Operations Data Associate, San Rafael

"If the Son sets you free, you will be free indeed." -Jesus (John 8:36)

Joel’s passion for helping others led him to a career in finance, which offers him a path to guiding people to achieving their life goals. He believes that in being a good steward of money and setting an example for other young professionals, he can give generously and live a fulfilling and rewarding life. Joel was previously a finance intern for Morgan Stanley, supporting the Teague Wealth Management Group through client communications, building investment proposals, event marketing, and various tasks focused on enhancing operational efficiency. Joel has a BS in Finance from California State University – East Bay.

In his spare time, Joel enjoys spending time with friends and family, watching sports (and running his fantasy sports teams), listening to music, and serving his community through his church in Pleasanton.


  • Bachelor of Science (BS), Finance, California State University – East Bay


Please see important disclosure information