Joel R. Mogy, CFA
President
Joel R. Mogy’s career represents 62 years of investment experience. He earned a Bachelor of Arts
degree from Stanford University and a Master of Business Administration degree from Columbia
University. He holds a Chartered Financial Analyst designation and is a Certified Professional
Licensed Fiduciary in the State of California.
He began his professional career working with Peter L. Bernstein, followed by seven years with
Lehman Brothers in New York. Joel subsequently returned to California to serve as a principal
with the Beverly Hills investment counseling firm of Clark, Mogy and Browne. He established Joel
R. Mogy Investment Counsel in 1976.
Providing investment counsel on a continuous basis since 1963, Joel has invested during periods
of business expansion and contraction, moderate and rapid rates of inflation, high and low
interest rates, speculative booms and busts, war and peace, and political crises. With
first-hand experience in a large international Wall Street firm, as a principal in a successful
independent investment counsel firm, and as the principal of his own firm, he has had the
opportunity to implement and evaluate the efficacy of differing investment philosophies,
policies, and strategies. As Joel possesses experience with both large and small investment
management organizations, he has shaped the firm to provide clients with customized, scalable
investment counseling services throughout the client’s lifetime.
Joel Mogy is a member of IKAR’s Advisory Board, a former member of the Board of Governors of the
AJC – American Jewish Committee and is a past Chairman of Vista Del Mar Child & Family Services.
Joel is an elected member of the Stanford Associates.
