JOSHUA WILSON, CMT®, AIF®PARTNER, CHIEF INVESTMENT OFFICER Dallas, TX
TACTICAL STRATEGY WITH STRICT RISK MANAGEMENT PROTOCOL
Joshua specializes in collaborating with individuals and institutions in the use of options, hedging strategies, and tactical investment strategies. For those seeking superior performance while maintaining a strict risk management protocol, Joshua’s expertise allows him to create solutions to problems for which many financial firms may have no answer. His primary concerns include the viability of our strategies under various market conditions, how assets are allocated among said strategies, and the suitability of said strategies for different clients.
Prior to joining WorthPointe, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles. As a manager, he was responsible for over $2B in assets. Joshua traveled the country extensively to represent the firm and taught options trading and technical analysis on stage in front of thousands of investors, from beginners to experts, who paid for these classes. He also led the national training and development program for all of TDA’s new advisors and managers, taught skills classes to the entire advisor force, and won a national coaching award.
Joshua earned his B.A. from Brown University and his M.S. from Salve Regina University. He is a Chartered Market Technician (CMT), an Accredited Investment Fiduciary (AIF), and studied financial modeling and valuation at the Investment Banking Institute. He is regularly invited to speak at investment industry events and to deliver guest lectures at universities and is frequently quoted in the financial news media. As of August 2017, he is also the highest ranked advisor in Texas on Forbes Next-Generation Wealth Advisors list.
Joshua grew up humbly in a rural Alabama county known for having a 26% high school dropout rate and the state’s highest poverty rates. Despising not the days of small beginnings (Zech 4:10), he quietly worked long hours on a nearby farm and in his father’s junkyard, where he learned grit and the value of hard work. The son of an ordained minister, Joshua enjoyed playing guitar and singing at churches where he or his father were invited to speak. He excelled in athletics and in the classroom alike, breaking several state records in football and becoming the first Ivy League graduate in the history of his county. At his Brown University commencement, Joshua delivered a stirring speech that moved many to tears and laughter. Joshua continues to inspire people from all walks of life to chase their dreams through his work as a motivational speaker.
Joshua is a difficult man to classify. At an imposing 6’4”, he’s known around the office both as the bookish Chief Investment Officer and as the good-natured jokester with a big smile. Joshua spends his down time lifting weights, playing guitar, singing, coaching his nephews in sports, going on long walks with Pippa (his beloved Beagle), and occasionally struggling at golf.
IN HIS OWN WORDS
I spent a long time hiding where I came from. I didn’t break my silence until events surrounding my father’s death spoke to me and made me realize that my journey could give hope and motivation to others. There’s nothing I love more than guiding people to the success they dream of achieving, so sharing my own life story became a deeply rewarding way to help others.
I started my career in finance at a typical Wall Street firm. I hated it. Everything was about selling products and cramming people into cookie-cutter ‘plans’ and ‘allocations’ that best served the company’s bottom line. I had not spent so many years working hard to escape poverty and follow my passion just to push products on people who didn’t need them! I almost quit and even started working on a Ph.D. to escape finance and and jump into academia!
Luckily, I found a new home in TD Ameritrade, where I spent most of my pre-WorthPointe days. I love working at WorthPointe, because owing all clients a fiduciary duty at all times and on all their accounts, I get to feel great about what I do and how I do it. Becoming more successful with our clients is the best feeling a planner can have. Still, after all those years on the wrong side of the industry, I’m never shocked when people can’t imagine there being any value to planning.
We’ve got some of the finest financial planners I’ve ever had the honor of meeting, their focus on their expertise allows me to concentrate on and specialize in the things I’m most passionate about — solving unique investment problems in atypical and sophisticated ways. It’s the “puzzle” of investing and trading that lured me in, so I’ve always been drawn to some of the more esoteric topics and how I can apply them to client needs and goals. That’s also why I still talk to prospective clients — I enjoy it! Once prospective clients are comfortable with how we can solve their investment problems, I always bring a CFP® professional into the mix.
As far as life outside of WorthPointe, I’m most passionate about inspiring people to live their best possible life and motivating them to overcome obstacles and setbacks. I suppose that blends right in with my passions at WorthPointe, but sometimes it’s hard to tell the difference!
Ever wondered just what a Chief Investment Officer does? JobHero interviewed Joshua to learn more about the position!
Recent Writings by JOSHUA