Experienced professionals dedicated to your organization's financial success and mission alignment
Chief Executive Officer
With over 10 years of experience in investment management and nonprofit finance, Joel leads Together Forward Capital's strategic vision. He previously served as CFO and CCO for financial services firms, bringing expertise in foundation and endowment management, regulatory compliance, and fiduciary best practices. Joel holds multiple FINRA licenses including Series 7, 24, 27, 65, and 79, demonstrating his commitment to the highest standards of professional excellence. His client-focused approach combines analytical rigor with a genuine dedication to helping organizations achieve their missions through sound financial stewardship.
Partner, Chief Operating Officer & Head of Client Relations
With over 25 years of operational excellence and compliance expertise, Delilah serves as Together Forward Capital's Chief Operating Officer and Head of Client Relations. Her extensive background in complex regulatory environments and strategic leadership, combined with advanced education and professional certifications, positions her perfectly to architect the firm's operational infrastructure while ensuring exceptional service delivery to philanthropic partners.
Former Foundation President
Brings 30 years of nonprofit leadership experience and deep understanding of philanthropic governance.
Impact Investment Expert
Specializes in aligning investment strategies with social and environmental impact goals.
Regulatory Compliance Specialist
Former SEC examiner with expertise in nonprofit investment regulations and UPMIFA compliance.
We're always looking for talented professionals who share our passion for helping nonprofits achieve their missions.
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