Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.

Client Service Team

Joseph Karl, CFA

Senior Portfolio Manager and Head of Research


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Experience:

Joseph Karl is an experienced financial advisor and portfolio analyst who combines his skills to assist clients in developing and implementing their investment goals. He provides ongoing economic and market analysis and assists PWA’s Investment Committee in overseeing portfolio allocations.

Karl’s research abilities provide a backdrop to discussions of clients’ objectives, allocation strategies and income and liquidity needs. He works with a diverse array of high-net-worth individuals, business owners, entrepreneurs, and multi-generational families. Prior to joining Provenance, Karl was an advisor with Lincoln Financial in Cincinnati, providing market research, asset allocation, and portfolio management for clients.

 

Check the background of this investment professional on FINRA’s BrokerCheck.


Education:

Wittenberg University – Bachelor of Science in Economics


Affiliations:

Chartered Financial Analyst ®

Investment Advisor Representative of Provenance Wealth Advisors

Registered Representative of Raymond James State of Florida Life, Health and Annuity


Community:

Take Stock in Children – Mentor

CFA Society South Florida


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