JOEL GOODMAN, CFA
Chief Investment Officer
Joel Goodman is the Chief Investment Officer at The Fiduciary Group and is known for his analytical, client-centered approach to investing.
Prior to joining the firm in 2003, he served as Vice President of Equity Research at Legg Mason Wood Walker, Inc. in Baltimore, Maryland and as an Associate in SunTrust’s Trust and Investment Department in Atlanta, Georgia.
Joel received his Bachelor of Business Administration degree, magna cum laude, from the University of Georgia and his MBA from Duke University. He has earned the Chartered Financial Analyst® (CFA) designation, successfully completed Cannon Financial Institute’s Trust School (I, II & III), and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Joel is a member of the CFA Institute and the New York Society of Security Analysts.
A Savannah native and graduate of Leadership Savannah, Joel currently serves on the board of directors of Hospice Savannah, Inc. He has previously served as Chair of the Board of Trustees at The Savannah Country Day School, as president of the SCDS Alumni Association, and on the Horizons Savannah Board of Directors.