Joel Kretz is a Senior Analyst at ArkMalibu where he actively participates in clients’ M&A transactions. In his role, Joel builds financial models, contributes to go-to-market strategies & materials, interacts with corporate development & private equity professionals, and is responsible for a segment of the team’s deal pipeline which requires gaining an understanding of various industries quickly.
Prior to joining ArkMalibu, Joel worked in Milwaukee as a Fixed Income Strategist at BOK Financial (NASDAQ: BOKF). During his nearly 3 years with the Firm, he focused on a blend of bank strategy consulting and institutional fixed income sales & trading. As a strategist in the Firm’s Financial Institutions Group, Joel also provided weekly economic and market commentary to the Firm’s salesforce and customers nationwide.
Joel graduated cum laude from Marquette University with a B.S. in Finance and Business Economics. He participated in Marquette’s selective Applied Investment Management program where he remains active as a mentor, volunteer, and speaker.
Away from the office, Joel enjoys cycling, military-themed reading, and exploring new cities.