Joshua Wilson

Joshua is a Partner and Chief Investment Officer at WorthPointe Wealth Management. He specializes in the use of options, hedging strategies, and tactical investment strategies to collaborate with individuals and institutions seeking superior performance while maintaining a strict risk management protocol. He 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 was the top-ranked Registered Investment Advisor in Texas on Forbes 2017 list of Next Generation Wealth Advisors.

Powered by WishList Member - Membership Software