Joel Rabanal, Analyst

“I am a firm believer that what you do has a greater impact than your words; as such, I strive to constantly do better every day”

 

Joel Rabanal joined the Persium team in 2021 as an Analyst with a focus on portfolio management and asset allocation. He is responsible for handling fund analysis and commentaries, summarizing key performance indicators to clients, and preparing retirement plan and investment advisory reports. He supports the Investment Committee that performs in-depth analysis of all retirement plan and asset management securities.

Joel has nearly ten years’ experience in the financial services industry. Prior to joining Persium, he worked with Branch Banking & Trust, one of the top ten banks in the U.S. Most recently, in his role as a Portfolio Manager, he serviced institutional clients and advised on their retirement plans. Joel also has experience in the corporate banking sector in the Atlanta area.

Joel graduated from Georgia State University in 2012 with his bachelor’s degree. In 2015, he earned his MBA from Georgia State University with a concentration in Finance and International Business. He has earned the AIF® designation and is currently a CFA® Program participant of the CFA Institute.

Joel has lived in Georgia nearly all his life. He and his fiancée currently reside in Kennesaw, Georgia. During his free time, Joel enjoys playing soccer, traveling, and experimenting with brewing beer.

 

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.