Joel Rand, CIMA^®

Managing Director, Partner

Joel Rand is a Managing Director and Partner at The Rand Group. He brings nearly four decades of industry experience to the team and strives to help clients prepare for the future, enjoy their prosperity and enhance their financial lives.

Joel focuses on the development of comprehensive financial plans, retirement planning solutions, portfolio construction and asset liability management. He works closely with business owners, high net worth families and entrepreneurs in all aspects of financial needs. As the lead of the firm's investment committee, his approach to investment management combines robust investment knowledge with diligent and ethical implementation to help clients make prudent investment decisions.

Joel was named to the Forbes Best-In-State Wealth Advisor list from 2019-2024. He was recognized as a Five Star Wealth Manager* from 2013–2016 and received the NABCAP Premier Advisor award from 2011–2014. He was also a member of Morgan Stanley’s prestigious Directors Club from 2003–2008 and was honored as a Paul Harris Fellow by The Rotary Foundation.

Prior to Hightower, Joel was a First Vice President, Senior Investment Management Consultant and Wealth Advisor at Morgan Stanley. He also served in a variety of leadership positions throughout his 31 years with the firm. He earned his Bachelor of Science in Business Finance from the Leeds School of Business at the University of Colorado, Boulder. He holds a Certified Investment Management Analyst® (CIMA®) designation and Series 7, 63, 65 and insurance licenses.

Joel is a 30-year member of the Rotary Club of Kahului and had held several leadership positions over the years, including serving as President, Treasurer, and Youth Services Chair.  In his free time, he enjoys golfing, cooking, traveling, running, yoga, and spending time with his wife and son.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com