Joel Hoeffler

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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 Provides brokerage services	Analyst-Equity	2021-04-30
Tri City National Bank Tri City National Bank Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	2010-12-30
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Nicholas Co., Inc. Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios.	Analyst-Equity	-

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Private companies	5
Nicholas Co., Inc. Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios.	Finance
Stephens, Inc. Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tri City National Bank Tri City National Bank Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance