Joseph H. Moglia

Co-Founder at Fundamental Global Investors LLC

Joseph H. Moglia

Joseph H. Moglia

Co-Founder at Fundamental Global Investors LLC

Overview
Career Highlights

Omaha Nighthawks
CWA Asset Management Group LLC
blueharbor wealth advisors LLC

RelSci Relationships

1876

Number of Boards

10

Birthday

1950

Age

70

Number of Awards

14

Interests

Football, Writing

Relationships
RelSci Relationships are individuals Joseph H. Moglia likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at CWA Asset Management Group LLC

Relationship likelihood: Strong

Chief Operating Officer & Chief Compliance Officer at Fundamental Global Investors LLC

Relationship likelihood: Strong

Co-Founder at Fundamental Global Investors LLC

Relationship likelihood: Strong

Co-Chief Investment Officer at CWA Asset Management Group LLC

Relationship likelihood: Strong

Chief Financial Officer at CWA Asset Management Group LLC

Relationship likelihood: Strong

Partner & Chief Operating Officer at CWA Asset Management Group LLC

Relationship likelihood: Strong

Group President & Chief Executive Officer at TD Bank Group

Relationship likelihood: Strong

Former President, Chief Executive Officer & Director at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Partner at Fundamental Global Investors LLC

Relationship likelihood: Strong

Partner at CWA Asset Management Group LLC

Relationship likelihood: Strong

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Joseph H. Moglia
Co-Founder at Fundamental Global Investors LLC
Education
Master of Science in Education
Class of 1974
Attendee
Class of 1967
Career History
Co-Founder
2012 - Current

Fundamental Global Investors (FGI) seeks to deliver high absolute rates of return while minimizing the risk of capital loss primarily through buying securities with trading values materially lower than their fundamental values and by selling short securities with trading values materially higher than their fundamental values. The firm invests globally in an array of well-researched securities and other investments, including equities, fixed-income, and commodities futures. FGI employs a value-oriented investment strategy that relies on detailed, security-specific fundamental research that is based on the identification of a meaningful expectations gap that exists between the market price of a security and what their research indicates is the likely or probabilistic outcome over the investment time horizon. The firm employs deep fundamental research and analysis to identify specific future events that may lead to the value realization and uncovering of the expectations gap described above.

Co-Founder
2008 - Current

Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT.

Chairman
Current

CWA Asset Management Group LLC, a subsidiary of Fundamental Global Investors LLC, is a company headquartered in Naples, FL. The firm provides investment advice. It was founded in 2011 by William Nick Beynon, he has been the CEO since the inception date.

Boards & Committees
Member, Board of Trustees
Prior
Member, Board of Trustees
Prior
Political Donations
$3,000
2012
$2,000
2012
$2,500
2012
Investments
Details Hidden

aWhere, Inc. develops and provides location intelligence and global development solutions. Its location intelligence platform enables integration of complex agricultural, environmental, and public health data into local, actionable insight. The company's solutions include farm information, global analytics and predictive insight. Its products include ag-weather, agronomics and ag-insight. aWhere was founded by Beau R. Bush, John D. Corbett and Stewart N. Collis in 1999 and is headquartered in Broomfield, CO.

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
Rank #21
2008
Institutional Investor Magazine - Online Finance 40
Rank #14
2007
Institutional Investor Magazine - Online Finance 40
Rank #11
2004
Institutional Investor Magazine - Online Finance 40
Creative Works
Author

The Perimeter Attack Offense

Author

Coach Yourself to Success: Winning the Investment Game

Events
Speaker
2011 American Football Coaches Association "It's About Being a Leader"

Speaker
2010 Speaking of Children Training

Speaker
2010 National Association of Collegiate Directors of Athletics "Leadership in a 24/7 Stress Filled Environment"

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