Joel Hirsh has been Chief Investment Officer of Focus Partners Wealth since January 2026, is a control person of the firm and directly owns under 5% of it.
Focus Partners Wealth, LLC is a St. Louis, MO firm with $182B under management, 62,466 clients and 1,025 advisers across 113 offices, as of its September 2026 filing.
Joel Hirsh is Chief Investment Officer of Focus Partners, based in Deerfield, IL. Hirsh sets the firm's overall investment strategy, guiding strategic portfolio asset allocation and overseeing manager sourcing, diligence, and research across fixed income, public equities, and alternative investments. Before joining Focus Partners, he served as Co-Chief Investment Officer at Kovitz Investment Group, where he led strategic asset allocation initiatives and public equity research.
Joel Hirsh’s longest registration was 10 years at Northcoast Asset Management LLC (2016–2026). Before joining Focus Partners Wealth in 2026, Joel Hirsh was registered through Northcoast Asset Management LLC and Kovitz Investment Group Partners, LLC.
- Focus Partners Wealth, LLCCurrent– present · under a yearDeerfield, IL · Adviser representative · Firm CRD 159289
- Northcoast Asset Management LLC– · 10 yearsDeerfield, IL · Adviser representative · Firm CRD 282241
- Kovitz Investment Group Partners, LLC– · 8 yearsChicago, IL · Adviser representative · Firm CRD 282241
- Kovitz Investment Group, LLC– · 9 yearsChicago, IL · Adviser representative · Firm CRD 127880
Professional designations
Listed by Focus Partners Wealth
- CFA
Investment adviser representative registrations
Joel Hirsh is registered as an investment adviser representative in Illinois, since January 2026.
- IllinoisSince 22 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 October 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 2005 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 16 March 2005 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 15 February 2005 |
| Series 7 | General Securities Representative Examination | 17 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- General Securities Representative Examination
- Full name
- Joel Davidson Hirsh
- CRD
- 4850247
- Firm
- Focus Partners Wealth · CRD 159289
- Role
- Chief Investment Officer
- Office
- 520 Lake Cook Rd, Suite 520, Deerfield, IL 60015
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- focuspartners.com
Where does Joel Hirsh work?
Joel Hirsh has been Chief Investment Officer of Focus Partners Wealth, LLC since January 2026, and is a control person of the firm.
Is Joel Hirsh a financial advisor?
Yes. Joel Hirsh has a current investment-adviser registration in Illinois, through Focus Partners Wealth since January 2026.
How many years of experience does Joel Hirsh have?
Joel Hirsh has 21 years in the financial industry, since March 2005, across 3 adviser firms.
What exams has Joel Hirsh passed?
Joel Hirsh has passed 5 licensing exams: the Series 7, Series 86, Series 87, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2004. FINRA credited Joel Hirsh with the SIE, which began in October 2018.
Where did Joel Hirsh work before Focus Partners Wealth?
Before Focus Partners Wealth, Joel Hirsh was registered through Kovitz Investment Group Partners, LLC, January 2016 to December 2024; Kovitz Investment Group, LLC, October 2006 to December 2015.
Where is Joel Hirsh based?
Joel Hirsh’s registered office is in Deerfield, IL.
Is Joel Hirsh registered with FINRA?
No. Joel Hirsh has no current broker registration.
Is Joel Hirsh a CFA charterholder?
Focus Partners Wealth lists Joel Hirsh with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Joel Hirsh’s record?
Search CRD 4850247 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Hirsh’s full registration record.
- Adam BirenbaumChief Executive Officer
Dhruv GuptaChief Financial Officer
Justin FerriChief Operating Officer
John StelleyChief Compliance Officer- Gina BradleyChief Administrative Officer
- Vincent GratchDeputy Chief Comp. Officer
Karla SullivanSenior VP, Segment General Counsel