Partner, Chief Investment Officer

Joshua Wilson is a partner and our Co-Chief Investment Officer specializing in using derivatives and technical analysis in his collaboration with individuals and institutions who seek superior performance while maintaining a strict risk management protocol. Prior to WorthPointe, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles including manager, responsible for over $2B in assets. He also led the national training and development program for all of TDA’s new advisors and managers and won a national coaching award. Known as a talented public speaker since giving his graduation speech at Brown University, Joshua was leveraged by TDA to teach skills classes to its entire advisor force and travel the country extensively to represent the firm. He taught on stage in front of thousands of beginning and intermediate investors, and also educated sophisticated investors who paid to learn trading and charting techniques from him.

Joshua earned his B.A. from Brown University and his M.S. from Salve Regina University. He is a Chartered Market Technician® (CMT®) and a Accredited Investment Fiduciary® (AIF®).  Joshua has come a long way since growing up the son of a minister on a farm in rural Alabama. In his free time, he enjoys playing guitar and singing, coaching his nephews in sports, taking his Beagle puppy, Pippa to the park and struggling at golf.