Profile
Joel Hoeffler worked as a Research Analyst at Nicholas Co., Inc. He then worked as an Analyst at Stephens, Inc. in 2021.
Prior to that, he was a Principal at Tri City National Bank and Merrill Lynch & Co., Inc. Mr. Hoeffler received his undergraduate degree from the University of Wisconsin in 2012.
Former positions of Joel Hoeffler
| Companies | Position | End |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 01/05/2021 |
Tri City National Bank
 Tri City National Bank Major BanksFinance Tri City National Bank operates as a nationally chartered commercial bank. The company was founded by David A. Ulrich, Sr. and William Gravitter in 1963 and is headquartered in Oak Creek, WI. | Corporate Officer/Principal | 31/12/2010 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | - |
Training of Joel Hoeffler
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
Tri City National Bank
Tri City National Bank Major BanksFinance Tri City National Bank operates as a nationally chartered commercial bank. The company was founded by David A. Ulrich, Sr. and William Gravitter in 1963 and is headquartered in Oak Creek, WI. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
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