Joel Zbar

Joel Zbar is a Partner specializing in providing outsourced CFO and family office services to clients, including managing the entire accounting department, cash management and monthly reporting. Joel is a Leader of the Family Office Services Group. He has extensive hands-on experience, having served as a CFO for both a public and private company for more than 25 years prior to joining the firm. 

Joel formerly served as a financial officer of a Real Estate Investment Trust with a portfolio of more than 200 properties and tenants that included department stores, pharmacies and manufacturers. His responsibilities included overseeing all the accounting and financial aspects of the Real Estate Investment Trust, the principal management company and approximately 150 individual partnerships.

Joel was the chief financial and operating officer of a real estate company with residential, industrial, commercial, and office properties. His responsibilities, in addition to overseeing all of the accounting, tax and financial reporting functions, included cash management as well as being the principal liaison with all banks and lenders of the company. In this position, Joel also handled the shareholders'/owners’ personal finances, including tax projections, cash flow projections and consolidated financial statements for the various real estate holdings.