Board of Directors
Co-Founder, Chief Executive Officer and Managing Director
Clearsight Advisors Inc.
Joel Kallett is co-founder, chief executive officer and managing director of Clearsight Advisors Inc. Clearsight is a merchant bank committed to growth companies in the business services and technology markets. Clearsight's mission is to provide unparalleled service with relentless focus and high-impact advice to its clients.
Before founding Clearsight, Kallett was managing director in Houlihan Lokey's Washington, D.C., office, where he was responsible for leading the firm's business services investment banking group. Kallett was also a partner at Updata Capital, a boutique technology investment bank. Previously, he led the global financial technology practice in the technology group at Deutsche Banc Alex. Brown. He had also formed a similar financial technology team at Raymond James & Associates, where he was a managing director in its investment banking group. During his career, Kallett has advised on transactions involving some of the world's leading companies including; Accenture, Ameritrade, Deloitte, EMC, IBM, Sungard and many others. In addition, Kallett has completed transactions with leading private equity companies including; Apax Partners, Arlington Capital, Bain Capital, The Carlyle Group, JMI Equity, Silver Lake and TA Associates to name a few.
Kallett co-founded and served as the CFO of Virtual Shopping Inc. (dba Zibex), a technology company that provides alternative retail delivery systems to the financial services community. Before that, he was employed by Merrill Lynch Capital Markets in San Francisco.
In June 2009, Kallett received the Community Service Award at the annual NVTC CFO Awards for his work and role as chairman of the Greater Washington Area Advisory Board for Childhelp, a leading national nonprofit organization dedicated to helping victims of child abuse and neglect.
Kallett received his B.S. in economics at the University of Pennsylvania and his MBA from the Wharton School of the University of Pennsylvania. He has been quoted in various financial publications, including The Wall Street Journal