Joel Freedman
Joel Freedman, CFP®, CPWA®, is the Managing Director of Eclipse Private Wealth Management, where he leads a team dedicated to delivering personalized wealth strategies to a select global clientele. With over 40 years of experience in the financial services industry, Joel specialises in tailored investment planning, multigenerational wealth transfer, and high-level financial advisory. He holds the Certified Financial Planner® and Certified Private Wealth Advisor® designations—credentials that reflect his commitment to excellence, integrity, and client success. Joel and his wife, Sharon, reside in Villanova, Pennsylvania, where they are actively involved in philanthropic work, particularly supporting adults with disabilities and the State of Israel.
Career Highlights
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Founder of Eclipse Private Wealth Management
After holding leadership roles at Morgan Stanley, Wachovia Securities, and Investec, Joel founded Eclipse Private Wealth Management in 2024 to provide independent, client-first financial services. His vision: a boutique approach that focuses on customised advice for high-net-worth individuals and families.
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Leadership at Major Financial Institutions
Joel has held senior positions at some of the world’s most respected firms, including Morgan Stanley, Wachovia Securities, and Investec. These experiences shaped his approach to strategic planning, risk management, and client advocacy.
Dual Designations: CFP® and CPWA®
As both a Certified Financial Planner® and a Certified Private Wealth Advisor®, Joel brings technical knowledge and holistic financial insight to every client relationship. He continuously pursues professional development to stay ahead of global market trends.
Philanthropy & Lifestyle
Supporting Adults with Disabilities
Joel and Sharon are passionate advocates for organisations that empower adults with disabilities. Their philanthropic efforts fund education, housing, and vocational programs across the United States and Israel.
Commitment to the State of Israel
Joel is deeply committed to supporting Israel-focused charities that promote education, security, and community development. He regularly contributes to nonprofit initiatives that align with his values.
An Active Life Beyond Finance
In his free time, Joel enjoys golf, tennis, skiing, and Pilates, maintaining an active lifestyle that reflects his focus on personal wellbeing and balance. He believes in living a life that blends professional purpose with personal fulfilment.
A Brief Introduction About Joel Freedman
Core Expertise
Joel creates custom portfolios aligned with clients' goals, risk tolerance, and time horizon. He blends traditional asset classes with innovative strategies to preserve and grow wealth through changing markets. In his free time, Joel enjoys golf, tennis, skiing, and Pilates, maintaining an active lifestyle that reflects his focus on personal wellbeing and balance. He believes in living a life that blends professional purpose with personal fulfilment.
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Frequently Asked Questions
What does Joel Freedman do at Eclipse Private Wealth Management?
As Managing Director, Joel leads a team delivering tailored wealth management strategies to high-net-worth clients globally. He focuses on investment planning, financial strategy, and client relationship management.
What makes Joel’s experience unique in the wealth management industry?
With over 40 years in the industry and leadership roles at major firms like Morgan Stanley and Investec, Joel combines deep institutional knowledge with boutique-level personalisation.
What are Joel Freedman’s professional credentials?
Joel holds the Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. These credentials demonstrate advanced training in financial planning and private wealth consulting.
Where is Joel Freedman based?
He lives in Villanova, Pennsylvania, and serves a global clientele through virtual meetings and in-person consultations.
What philanthropic causes does Joel support?
Joel actively supports initiatives for adults with disabilities and nonprofits that focus on the State of Israel. He and his wife are personally involved in community outreach and charitable giving.
