Joel Blumberg

Joel Blumberg


Joel Blumberg currently serves as the Managing Director of Wealth Management for Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with Merrill Lynch since 2016.  Blumberg was previously the Managing Director in JP Morgan's Private Bank where he ran the Private Bank's real estate practice in Los Angeles, handling the overall relationship of real estate principals, executives and private families.

Joel previously served as a Director and Senior Relationship Manager with Wachovia Securities Real Estate Capital Markets and Wells Fargo Real Estate Banking. He was responsible for originating commercial real estate debt and equity investments as well as developing and managing balance sheet lending and treasury services relationships. Prior to Wachovia, Joel worked in the Investment Properties division of CBRE in Los Angeles. Earlier in his career, Joel worked in development for the Survivors of the Shoah Visual History Foundation in Los Angeles.

Joel earned his MBA in Finance and Marketing from the University of Chicago Graduate School of Business, an M.A. in Political Science from The Ohio State University and his B.A. in Political Science and International Studies from The American University in Washington D.C.

Joel is currently involved with the Jewish Federation Real Estate & Construction Division and the City of Hope Real Estate Council.

He resides in Redondo Beach, CA with his wife, two sons and two dogs.