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Joel Houck

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Joel Houck

VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst | HB Wealth

Washington DC-Baltimore Area United States, United States

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Joel Houck

Summary

Joel Houck is a seasoned financial expert with over 30 years of experience in investments and capital markets. He specializes in developing tailored financial plans for multi-generational families, focusing on risk management and strategic partnerships. His impressive track record includes recognition as a top-ranked equity analyst by The Wall Street Journal six times. Joel leads the investment department as Chief Operating Officer at WMS Partners, now part of HB Family Office, where he oversees the implementation of both public and private investment strategies. He has a unique ability to structure portfolios for long-term growth while effectively mitigating downside risks. His entrepreneurial spirit is evident in his founding of Cicero Capital Partners, where he launched innovative hedge funds. Joel is passionate about building long-lasting client relationships and is known for his keen listening skills and client-centric approach.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Joel Houck

Work Experience

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Managing Director at

HB Wealth

September 2025 - Present

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Joel Houck

Education

Miami University

January 1987 - January 1989

Miami University, Bachelor of Science (BS), Mathematics and Statistics

January 1987 - January 1989

Miami University, Master of Business Administration (MBA), Finance, General

January 1989 - January 1990

Frequently Asked Questions about Joel Houck

What is Joel Houck email address?

Joel Houck's primary email address is ******@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joel Houck work for?

Joel Houck is a VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst at HB Wealth.

Where Joel Houck graduated from?

Joel Houck holds a degree in null from Miami University.

How can I directly contact Joel Houck?

To contact Joel Houck directly, you can use the email address ******@wms-partners.com. Complete contact information is available upon registration with Muraena.

Who is Joel Houck?

Joel Houck is a seasoned financial expert with over 30 years of experience in investments and capital markets. He specializes in developing tailored financial plans for multi-generational families, focusing on risk management and strategic partnerships. His impressive track record includes recognition as a top-ranked equity analyst by The Wall Street Journal six times. Joel leads the investment department as Chief Operating Officer at WMS Partners, now part of HB Family Office, where he oversees the implementation of both public and private investment strategies. He has a unique ability to structure portfolios for long-term growth while effectively mitigating downside risks. His entrepreneurial spirit is evident in his founding of Cicero Capital Partners, where he launched innovative hedge funds. Joel is passionate about building long-lasting client relationships and is known for his keen listening skills and client-centric approach.

Joel`s contact details

mail

******@wms-partners.com

Colleagues

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Chad Norfolk

Vice President & Principal

Abbey Flaum

Partner, Family Wealth Strategist

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Kyle Glenn

Analyst

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Thomas Carroll

Management Associate, SunTrust Commercial Banking Training Program

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Bill Bolen

Marketing Analyst

Don Moody

Chief Planning Officer

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Bryan Lopez

Accounting Associate (WMS Partners)

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Jamie Hennessy

Audit Executive

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