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Joel Houck
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
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.
Joel Houck
Work Experience
Managing Director at
HB Wealth
September 2025 - Present
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
******@wms-partners.com
Colleagues
Vice President & Principal
Board Member
Tutor
Partner, Family Wealth Strategist
Analyst
Management Associate, SunTrust Commercial Banking Training Program
Marketing Analyst
Chief Planning Officer
Accounting Associate (WMS Partners)
Audit Executive