Joshua Rogers is the founder and Chief Executive Officer of Arete Wealth, the financial investment entity within the Arete family of companies.
As CEO, Joshua is the steward of the firm’s financial management products and services, offered through more than 25 offices and over 100 advisors nationwide.
The company – a full-service Broker Dealer, Registered Investment Advisor (RIA) and Insurance firm – focuses on wealth management for high-net worth individuals and institutions, alternative investment access, venture capital and private equity programs. The firm has boasted year-over-year revenue growth rate under Joshua’s tenure after he founded the company in 2007.
With nearly 20 years of experience in financial services, Joshua is a seasoned financial executive, a visionary leader and an accomplished business developer across multiple industries. His industry affiliations include an elected position to represent all 3,000 registered small financial services firms across the country on the Financial Industry Regulatory Authority’s National Adjudicatory Council (FINRA’s NAC). NAC reviews disciplinary and membership proceedings to ensure the market integrity of financial firms and advisors.
In 2018, Joshua applied his financial expertise as a managing member of Windy City Crypto LLC, which administers investment options in the expanding and evolving cryptocurrency market.
Prior to entering the financial services industry, Joshua left Georgetown Law to pursue innovation and co-invent several patents, including the ‘name your own price’ e-commerce concepts that drive Priceline.com. His inventor career took a turn towards financial services when he rose in the ranks of a brokerage firm on Wall Street, then American Express Financial Advisors, and finally Ameriprise Financial. He lived in New York City then Washington DC before relocating to Chicago.
In his expanded business and community works, Joshua lends executive perspective to the board of the Chicago chapter of the Young Presidents’ Organization (YPO); Threewalls, a non-profit art gallery that supports Chicago artists; and Illinois Humanities, an organization with a focus on public policy, media, business and arts.
Joshua is a graduate of St. John’s College in Annapolis, Maryland, where he is an elected Board Member with oversight of the university’s Finance, Investment and Audit committees. He also teaches Entrepreneurship at both St. John’s Annapolis and Sante Fe campuses.
Joshua finds energy to lead an accomplished professional career by balancing it with his personal interests. He’s often seeking adventure with his family – fiancé Lesley and two children, Camille and Jackson – as they explore new global travel destinations. He’s also a voracious reader, a published writer, an art collector and passionate follower of all things in the realm of aesthetics.