Joel Fishbein

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Profile

Mr. Joel P.
Fishbein was previously employed as a Research Analyst by Truist Securities, Inc., a Managing Director by BTIG LLC, a Managing Director by BMO Capital Markets Corp.
(Broker), a Managing Director & Senior Analyst by Lazard Capital Markets LLC, a Research Analyst by Janney Montgomery Scott LLC, a Portfolio Manager & Investment Analyst by Gardner Lewis Asset Management LP, a Chief of Staff by Carmen Group, Inc., and a Portfolio Manager & Investment Analyst by State of New Jersey.
He received his undergraduate degree from Rowan University and a graduate degree from Widener University.

Former positions of Joel Fishbein

Companies	Position	End
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2025-06-30
BTIG LLC BTIG LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2019-04-30
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2015-07-30
FM Partners Holdings LLC FM Partners Holdings LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2013-10-30
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2006-08-30

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Linked companies

Private companies	10
Gardner Lewis Asset Management LP Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis seeks to invest in differentiated opportunity sets where fundamental research and risk advantaged positioning can drive favorable outcomes. The firm invests in merger arbitrage, full capital structure special situations, and in equities (both long and short). While each of these strategies has their own unique attributes, all share a common research oriented, bottom-up approach. The cornerstones of Gardner Lewis’s investment process are fundamental research, an integrated approach, and disciplined risk management.	Finance
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
State of New Jersey State of New Jersey Province/StateGovernment Functions as a regional level government authority	Government
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
FM Partners Holdings LLC FM Partners Holdings LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Rowan University Rowan University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Widener University Widener University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
BTIG LLC BTIG LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Carmen Group, Inc. Carmen Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides government affairs consulting services	Commercial Services