Joseph H. Moglia

Co-Founder at Fieldpoint Private Bank & Trust

Joseph H. Moglia

Joseph H. Moglia

Co-Founder at Fieldpoint Private Bank & Trust

Overview
Career Highlights

Omaha Nighthawks
CWA Asset Management Group LLC
blueharbor wealth advisors LLC

RelSci Relationships

1746

Number of Boards

10

Birthday

1950

Age

69

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

Co-Founder at Fundamental Global Investors LLC

Relationship likelihood: Strong

Chief Operating Officer & Chief Compliance Officer 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

Partner at CWA Asset Management Group LLC

Relationship likelihood: Strong

Group President & Chief Executive Officer at TD Bank Group

Relationship likelihood: Strong

Senior Vice President, Private Wealth Management at CWA Asset Management Group LLC

Relationship likelihood: Strong

Chief Executive Officer at TD Ameritrade, Inc.

Relationship likelihood: Strong

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Joseph H. Moglia
Co-Founder at Fieldpoint Private Bank & Trust
Education
Master of Science in Education
Class of 1974

The University of Delaware (UD) is a state-assisted, privately governed institution that was founded in 1743. It offers 3 associate programs, 147 bachelor’s programs, 119 master's programs, 54 doctoral programs, and 15 dual graduate programs through seven colleges and in collaboration with more than 70 research centers. UD's student body encompasses more than 17,000 undergraduates, more than 3,600 graduate students and nearly 800 students in professional and continuing studies from across the country and around the globe. The University received its charter from the State of Delaware in 1833 and was designated one of the nation’s historic Land Grant colleges in 1867. Today, UD is a Land Grant, Sea Grant and Space Grant institution. The Carnegie Foundation for the Advancement of Teaching classifies UD as a research university with very high research activity—a designation accorded less than 3 percent of U.S. colleges and universities. UD ranks among the nation’s top 100 universities in federal R&D support for science and engineering.

Attendee
Class of 1967

Fordham Preparatory School is a a Jesuit, all-male, Catholic, college preparatory school. Our commitment to education is shaped by the spirituality and pedagogical tradition of the Society of Jesus, founded in 1540 by St. Ignatius Loyola. Fordham Prep stresses the development of excellence in the whole person: intellectual, religious, social, emotional and physical. Today, our educational apostolate is strengthened by our affiliation with the local, national and international networks of Jesuit secondary schools.

Career History
Chief Executive Officer
2001 - 2008

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

President
2011 - Prior
Boards & Committees
Chairman & Partner
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.

Chairman, Board of Directors
Current

TD Ameritrade Holding Corporation (NYSE: AMTD), through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service to create the ultimate financial services experience. Now home to the award-winning thinkorswim trading technology* and the Investools investor education program – TD Ameritrade provides millions of retail investors, traders and independent Registered Investment Advisors (RIAs) the tools, service and support they need to help build confidence in today's rapidly changing market environment

Chairman
Current

Capital Consulting Group LLC provides investment advices. The company was founded by William Beynon and Blaine Ferguson in 2004 and is headquartered in Naples, FL.

Member, Board of Trustees
Current
Member, Board of Directors
Current

National Italian American Foundation (NIAF) provides education and careers to Italian Americans. It provides services through the development of educational programs, advocacy of representation in government, monitoring how Italians and Italian-Americans are depicted in the media and the forging of ties between the United States and Italy. the firm also offers scholarships for Italian-American students and for students emarking on Italian-based studies. NIAF was founded in 1975 and is headquartered at Washington, DC.

Member, Board of Trustees
Prior

Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools, Creighton provides more than 4,200 undergraduate and almost 4,400 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
N/A
2013

To coordinate informed, effective and innovative giving that inspires positive change within our communitites.

$5,000 - $10K
2012

Lafayette College is a private liberal arts college based in Easton, Pennsylvania, with a campus in New York City, NY. The school, founded in 1826 by James Madison Porter, son of General Andrew Porter of Norristown, and the citizens of Easton, first began holding classes in 1832. Located on College Hill in Easton, the campus is in the Lehigh Valley, about 70 mi (110 km) west of New York City and 60 mi (97 km) north of Philadelphia.

N/A
2012

Fordham Preparatory School is a a Jesuit, all-male, Catholic, college preparatory school. Our commitment to education is shaped by the spirituality and pedagogical tradition of the Society of Jesus, founded in 1540 by St. Ignatius Loyola. Fordham Prep stresses the development of excellence in the whole person: intellectual, religious, social, emotional and physical. Today, our educational apostolate is strengthened by our affiliation with the local, national and international networks of Jesuit secondary schools.

Political Donations
$3,000
2012
$2,000
2012

Former Clerk at US Court of Appeals for the Second Circuit

$2,500
2012

Former Governor of Nebraska

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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