Joel Houck Email & Phone Number
Chief Investment Officer @ HB Wealth
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Joel Houck Location
- Washington, DC, US
Joel Houck Work
- Chief Investment Officer @ (October 2025 - Present)
- Managing Director @ (September 2025 - October 2025)
- Chief Operating Officer, Investments @ (January 2025 - September 2025)
- Chief Operating Officer - Investments and Senior Financial Advisor @ (June 2021 - January 2025)
- Hedge Fund Manager | Volatility Trader, Portfolio Management, Managing High Net Worth Capital @ (January 2018 - June 2021)
- Managing Director | Equity Research Analyst, Financial Services, BDC's, Mortgage REITs @ (October 2010 - August 2017)
- Cicero Capital Partners | Entrepreneur, Long and Short Equity Fund, Hedging | Financial Services @ (January 2010 - July 2010)
- Managing Director, American Capital LTD. | Mutual Funds, Portfolio Management, Business Development @ Ares Capital (July 2007 - November 2008)
- Managing Director, Wachovia | Equity Research Analyst, Consumer and Commercial Finance, BDC's @ (April 2002 - June 2007)
- VP, AG Edwards and Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst @ (January 1997 - December 2002)
Joel Houck Education
- Miami University
Master of Business Administration (MBA) (Finance, General)
1989-1990 - Miami University
Bachelor of Science (BS) (Mathematics and Statistics)
1987-1989
Joel Houck Skills
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Financial Modeling
- Equities
- Valuation
- Asset Management
- Financial Analysis
- Capital Markets
- Investments
- Financial Planning
- Hedge Funds
- Finance
- Financial Services
- Investment Management
- Trading
- Risk Management
- High Net Worth Individuals
- Management
- Cross-functional Team Leadership
- Hedging
- Equity Trading
- Proprietary Trading
- Futures Trading
- Equity Research
- Due Diligence
- Portfolio Optimization
- Team Leadership
- Equity Capital Markets
- Mutual Funds
- Family Office
- Leadership
Joel Houck Summary
- Joel Houck, based in Washington, DC, US, is currently a Chief Investment Officer at HB Wealth. Joel Houck brings experience from previous roles at HB Wealth, WMS Partners is now HB Family Office and Cicero Capital Partners. Joel Houck holds a 1989 - 1990 Master of Business Administration (MBA) in Finance, General @ Miami University. With a robust skill set that includes Portfolio Management, Investment Strategies, Asset Allocation, Financial Modeling, Equities and more. Joel Houck has 2 emails and 2 mobile phone numbers on RocketReach.
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