Joan Marshall

Joan has been with Crooked Tree Capital Advisors since the firm’s founding. She holds a Bachelor’s Degree in Packaging Engineering from Michigan State University and a Master of Business Administration from Xavier University. Joan also holds the Claritas Investment Certificate from the CFA Institute. She oversees all the operational and administrative support responsibilities that are critical to delivering a successful client experience. Joan has served on the Petoskey Education Foundation Board of Directors and is actively involved in various activities throughout the community. She lives in Petoskey with her husband and their two sons.