Managing Director
and access,
Joel S. Weinstein has more than 15 years of experience in investment banking and corporate finance advising public and private companies on mergers, acquisitions, capital raises, restructurings, divestitures and strategic advisory assignments. Before co-founding W Partners in 2009, Mr. Weinstein was with Relational Advisors where he assumed a leadership role in providing mergers & acquisitions advisory services to the firm’s publicly traded clients across all industries including industrials, technology and healthcare. Prior to joining Relational Advisors, Mr. Weinstein was with PricewaterhouseCoopers’ Assurance and Business Advisory group where he joined the Technology, InfoComm and Entertainment practice, first in New York and then in San Diego. Mr. Weinstein regularly serves in advisory and board positions for private companies, industry organizations and nonprofit organizations. Mr. Weinstein is a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) licensed in California, and a FINRA-registered securities representative. He earned his bachelor’s degree in finance and master’s degree in accounting from Tulane University's A.B. Freeman School of Business.
Tulane University , Louisiana,
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University of Tulane - A.B Freeman School of Business , Louisiana,
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PricewaterhouseCoopers International (PwC)