Joe is a Partner at Capital Wealth Advisors and Chairman, Co-founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Joe was also the Chairman of the board at TD Ameritrade and is Chair of Athletics and executive advisor to the president at Coastal Carolina University.
Previously Joe was the head football coach for Coastal Carolina University. In his last 10 seasons of coaching college football, Joe was part of 8 championship teams. In his first five seasons at Coastal, he has led his team to the National Playoffs 5 times and was Conference Champions 4 times. Coastal is 51-15 overall and 45-6 in the last 51 regular-season games. He has also received multiple Coach of the Year honors, including the Eddie Robinson National Coach of the Year, and was recently inducted into and received the Lombardi Hall of Fame Award.
Joe was a Football Coach for 25 years, but it’s not a traditional 25 years. He began his career as a coach for 16 years, moved to the business world for over 20, and back to coaching in 2009.
In his first stint as a coach, he won two Ivy League Championships as the Defensive Coordinator at Dartmouth, led units that set Defense and Kicking records at Lafayette, and turned two high school programs around.
Before going to Coastal, he was Executive Adviser to the Head Football Coach for Football at Nebraska where he was part of two Holiday Bowls, two Big 12 North Championships, and the recipient of the Sharp Trophy for Leadership as voted by the players.
In 2011 he was Head Coach of the Omaha Nighthawks in the United Football League.
In the business world, in 1984 Joe entered the MBA Training Program at Merrill Lynch, where there were 26 Trainees, 25 MBAs, and one Football Coach. By 1988, he was Merrill Lynch’s Number One Producer in the World. By the time he left, he was a member of both the Institutional and Private Client relative to the Executive Committees, and his final responsibilities were all Investment Products, the Insurance Company, the 401(k) Business, and the Middle Market Business.
He became the CEO of TD Ameritrade in 2001. Over the next seven years, shareholders enjoyed a 500% return as the firm grew its market cap from $700 million to $10 BILLION, and today TD Ameritrade has client assets over $1.2 TRILLION. In 2008, after the firm had 6 record years in a row, Joe stepped down as CEO and became Chairman of the Board.
Awards & Achievements
- Ellis Island Medal of Honor
- Honored by the National Italian American Foundation
- Honored by the Columbus Citizens Foundation
- Honored by the South Carolina Football Hall of Fame
- Honored by the American Institute for Stuttering
- Inducted into six Halls of Fame
- Recipient of three Honorary Doctorates
- 4th and Goal: One Man’s Quest to Recapture His Dream
- Coach Yourself to Success: Winning the Investment Game
- BA, Fordham University
- MS, University of Delaware