Joel Carpenter

Joel Carpenter serves as Head Equity Trader at Congress Asset Management in Boston, MA, a role he assumed in August 2025 following over a decade as an Equity Trader with the firm. In his current capacity, Joel oversees all equity trading operations, where he specializes in executing trades across diverse U.S. equity markets, focusing on both large-cap and small/mid-cap strategies for institutional portfolios. His leadership is central to the firm's equity desk, driving efficiency and risk management through advanced trading technologies and real-time market analysis.

Before joining Congress Asset Management in 2011, Joel gained experience as a Fund Accountant - Lead Specialist II at Brown Brothers Harriman, where he developed expertise in back-office operations and fund administration. His investment career began after earning a BA in Philosophy from the University of Colorado Boulder, providing him with a strong analytical and ethical framework to approach complex capital markets.

A key proponent of technology-driven trading solutions, Joel has been instrumental in integrating innovative platforms such as Ridgeline to streamline Congress Asset’s multi-asset operations. He is recognized for his operational leadership and ability to adapt to evolving market conditions, with a focus on U.S. equities and cross-asset workflow integration.