Joel D. Ticknor

Chairman, Ticknor, Atherton & Associates

Joel is a Certified Financial Planner (CFP) practitioner and Accredited Investment Fiduciary (AIF).  The AIF professional designation is awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.

Worth,the magazine of financial intelligence, named Joel as one of the top 250 financial advisers in the United States for 2002.   Joel was first named to the Worth list of top advisers in 1998.

Washingtonian magazine named Joel as one of the top financial advisers in the region (December 2002).  

Education: 

BA degree (Phi Beta Kappa) from Union College, Schenectady, N.Y.  Union awarded Joel the Daggert Prize, which is given for character and integrity. Carnegie Foundation undergraduate Fellow, Northwestern University, Evanston, IL.  Graduate studies in public law and government, Columbia University, N.Y. as a Noble Foundation and Woodrow Wilson Fellow. Certificate from Columbia University International Fellows Program.  Diploma, The National War College, Washington, DC (Air Force Association Prize).  College for Financial Planning, Denver, Colorado, CFP program

 Professional Background:

• Foreign Service officer, U.S. Department of State. 
• Senior intelligence officer, Central Intelligence Agency.  During his employment at the CIA, Joel held a variety of strategic planning, analytical and operational assignments at home and abroad, including managing and executing the CIA budget. He was a Trustee of the CIA’s voluntary investment pension plan. The Agency awarded Joel the Career Intelligence Medal.
• Professor of National Security Policy at The National War College, in Washington, D.C., the nation’s senior institute for professional military education. Joel received the Department of the Army Commander's Award for Civilian Service and excellence in teaching. 

Community and Industry Activities:

• Chairman (a volunteer, non-compensated elected position), Board of Directors and member of the financial management committee, Northwest Federal Credit Union, the third largest credit union in Virginia and seventy-fifth largest credit union in the United States, with over $1.4 billion in assets and 67,000 members.
• Voting Member, American Institute for Economic Research, a non-profit scientific, educational, and charitable organization, Great Barrington, Massachusetts.
• Former Public Member Arbitrator, National Association of Securities Dealers, Inc. Board of Arbitrators, the largest forum of dispute resolution for the U.S. securities industry;
• Former instructor, financial planning and investments, Fairfax County (VA) Department of Adult and Continuing Education.

Professional Associations:

National Association of Personal Financial Advisers (NAPFA), the national organization of Fee-Only® financial advisors (former director, Northeast Region); the Financial Planning Association; Washington Association of Money Managers;  National Association of Tax Professionals; Professional Member, World Future Society (past director, Washington Chapter); Association of Former Intelligence Officers (past national Vice President); National War College Alumni Association.

Publications:

 Articles: Personal Finance; Credit World; The Adviser’s Network.  Quoted in or consulted by The Wall Street Journal; The Washington Post; Worth; The Physician’s Personal Advisory; Bloomberg Personal Finance; Bloomberg Wealth Manager; Smart Money; Business Week; Vantage; Friendly Exchange, NAPFA Adviser; Financial Planning; Reuters TV, The Washington Times; Baltimore Sun; Kiplinger’s Retirement Report; Morningstar; and other publications.

©2010 Ticknor, Atherton & Associates. All rights reserved.