Joel Bruckenstein is an influential figure in the financial services sector, serving as the Producer of the Annual T3 Advisor Conference and President of T3 Technology, where insights on technology and practice management are shared with financial professionals. With a career spanning several decades, Joel has held various esteemed roles, including Advisory Board Member at Open VRM, Columnist for Financial Advisor Magazine, and Producer of the T3 Technology Hub. Additionally, contributions to publications such as Financial Planning Magazine and Morningstar underscore Joel's expertise in advisor technology. An active member of NAPFA and a past Chapter President for FPA, Joel's educational background includes a BA in Political Science from SUNY New Paltz.
Sign up to view 0 direct reports
Get started
This person is not in any teams