Meet Joe

NOT YOUR AVERAGE JOE

Former CEO & Chairman
TD Ameritrade

Former Head Football Coach & current Executive Advisor to the President & Chairman Emeritus of AthleticsCoastal Carolina

CEO, MCAP

Chairman & Partner
Capital Wealth Advisors

Chairman & Co-FounderFundamental Global

Executive Advisor to the Board
Greenland Energy

Co-Founder and Executive Advisor
FG Nexus

Consello, Senior Advisor

From the boardroom to the football field, Joe Moglia has spent a lifetime proving that leadership, discipline, and resilience create extraordinary results. His books share the lessons behind one of the most unconventional and successful careers in America.

Joe Moglia is the only person to have achieved career excellence as both a Wall
Street CEO and a championship winning college football coach.

In 1984 Joe entered the MBA program at Merrill Lynch. That year there were 25 MBA’s and one football coach. By 1988, Joe was the number one producer in the world. He became a member of both the institutional and private client executive committees. His final responsibilities included overseeing all investment products, the insurance division, 7.401K division, and the middle markets. Prior to that he was the head of global fixed income, institutional sales, and led the firm's municipal division.

In 2001, Joe was appointed as the CEO at TD Ameritrade and stepped down in 2008. During his tenure, shareholders enjoyed a 500% return. In 2009 he became chairman of the board and stepped down in 2020. When TD Ameritrade was acquired by Schwab, the combined company was worth $100 billion. Client assets were 7 trillion. When Joe arrived, those numbers were 700 million and 24 billion.

Joe’s unconventional football career spanned 25 years. From 1968-1983, he coached at Fordham Prep, Archmere Academy, Penncrest High School Lafayette College, and Dartmouth college. After 24 years on Wall Street, he returned to football. In 2012, he became the head football coach at Coastal Carolina. In his first five seasons his teams went on to the national playoffs; they were four-time conference champions. His overall record was 56-22. In his last 20 years of college coaching, he was affiliated with 8 championship teams. Joe was selected to the Conference All Decade team and received multiple coaching honors including the Eddie Robinson National Coach of the Year Award and was the recipient of the Vince Lombardi award. In his last four years as executive director of football Coastal Carolina won 40 games, was invited to four bowls, and won the Sunbelt Championship.

Joe has received the Ellis Island Medal of Honor, was selected as Grand Marshall for the annual New York City Columbus Day Parade, has been recognized by both the Italian and Irish communities, along with multiple stuttering organizations. Joe has been inducted into 12 halls of fame. In 2022 he became the 4th alumnus in the 190-year history of Fordham University to receive the university's the three most prestigious awards.

Joe is a member of the National Economics Honor Society, the recipient of 3 honorary doctorates and has given 9 commencement addresses.

Joe is the author of three books, Step The F*CK Up, Coach Yourself to Success: Winning The Investment Game, and The Perimeter Attack Offensive. His life story was the subject of “4th and Goal: One Man’s Quest to Recapture His Dream” (Monte Burke).

He is currently the Emeritus Advisor to the president of Coastal Carolina University and Chairman and co-founder of Fundamental Global and Chairman and Partner, Capital Wealth Advisors.

Joe Moglia: A Brief History

Courtesy of the Irish Arts Center.
Narrated by Liam Neeson.

"Warren Buffet collects his chips after winning a hand during the Texas Hold'em Tournament Thursday at Borsheims, which is celebrating its grand reopening. Joe Moglia, chief executive officer of TD Ameritrade, is at right."

via REBECCA S. GRATZ / THE WORLD-HERALD