Joel Mathews

Joel Mathews brings over 10 years of comprehensive experience in investment management, nonprofit finance, and strategic advisory services to his role as Chief Executive Officer of Together Forward Capital. His extensive background combines technical proficiency with a genuine commitment to helping organizations achieve their missions through sound financial stewardship.

Professional Experience

Joel's career spans multiple facets of the financial services industry, with particular expertise in serving nonprofit organizations, foundations, and high-net-worth individuals. Prior to leading Together Forward Capital, he held senior positions including CFO and CCO roles at financial services firms, where he developed and implemented investment strategies for institutional clients.

Throughout his career, Joel has demonstrated exceptional leadership in building and managing investment advisory practices. His experience includes establishing and overseeing compliance frameworks, developing client investment strategies, and guiding organizations through complex financial decisions. He has successfully navigated clients through various market cycles while maintaining a focus on long-term value creation and risk management.

Areas of Expertise

• Nonprofit Investment Management: Specialized knowledge in endowment and foundation portfolio management, including UPMIFA compliance and fiduciary best practices
• Strategic Financial Planning: Comprehensive experience in developing investment policy statements, asset allocation strategies, and spending policies aligned with organizational missions
• Regulatory Compliance: Deep understanding of SEC regulations, FINRA requirements, and nonprofit investment regulations
• Wealth Management: Expertise in serving high-net-worth individuals and families, including trust services and estate planning considerations
• Alternative Investments: Knowledge of private securities offerings and alternative investment strategies suitable for qualified investors

Professional Qualifications & Licenses

Joel maintains an extensive array of professional licenses and registrations that demonstrate his commitment to the highest standards of professional excellence:

• AIF® (Accredited Investment Fiduciary) - Demonstrates expertise in fiduciary responsibility and best practices
• DAF Professional - Specialized knowledge in Donor Advised Fund management and administration
• FINRA Series 7 - General Securities Representative
• FINRA Series 24 - General Securities Principal
• FINRA Series 27 - Financial and Operations Principal
• FINRA Series 63 - Uniform Securities Agent State Law
• FINRA Series 65 - Uniform Investment Adviser Law
• FINRA Series 79 - Investment Banking Representative
• FINRA Series 82 - Limited Representative - Private Securities Offerings
• Investment Adviser Representative - Registered in multiple states

Leadership & Advisory Roles

Beyond his primary responsibilities, Joel serves in several advisory and fiduciary capacities, including trustee positions for private family trusts. He brings a holistic perspective to investment management, understanding both the technical aspects of portfolio construction and the human elements of financial decision-making.

His entrepreneurial mindset and strategic vision have been instrumental in developing innovative solutions for clients facing complex financial challenges. Joel has experience in mergers and acquisitions advisory, having worked with early-stage enterprises and established organizations through various strategic transactions.

Commitment to Client Success

Joel's approach to investment management is rooted in a deep understanding that behind every portfolio is an organization with a unique mission and specific goals. He believes in building long-term partnerships with clients, providing not just investment management services but strategic counsel that helps organizations thrive and fulfill their purposes.

His philosophy centers on transparency, education, and empowerment—ensuring clients understand their investments and feel confident in their financial strategies. Joel is known for his ability to translate complex financial concepts into clear, actionable insights that enable informed decision-making at the board and executive levels.

Professional Affiliations

Joel maintains active registrations with FINRA and is licensed across numerous states, ensuring broad capability to serve clients nationwide. He stays current with industry developments and regulatory changes through continuous professional education and engagement with industry organizations.

Personal Approach

Clients and colleagues describe Joel as approachable, thoughtful, and deeply committed to their success. He combines analytical rigor with practical wisdom, always keeping sight of the real-world impact of financial decisions on the organizations and communities they serve.