Joseph Angel is currently the Regional Vice President at Equitable, where they utilize innovative asset location strategies to enhance tax efficiency for clients' investment portfolios. Previously, they served as an AVP, Wealth Relationship Manager at Citi from 2021 to 2025, and held multiple positions at Equitable, including Regional Vice President and Sr. Regional Vice President, from 2013 to 2018. Joseph also worked as a Financial Advisor at Wintrust Wealth Management in 2018-2019 and as a Preferred Relationship Manager/Investment Executive at Fifth Third Securities from 2019 to 2021. They are pursuing a Bachelor of Science in Business Education at the University of Illinois Urbana-Champaign.
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