Joshua D. Rogers
Joshua D. Rogers is the Founder and Chief Executive Officer of Arete Wealth, Inc.
As CEO and Founder, Joshua is the steward and visionary for the whole firm, which spans more than 100 offices and over 320 advisors nationwide.
Arete Wealth Inc. is a financial services holding company that houses multiple full-service FINRA and NFA Member Broker-Dealers, its Corporate Registered Investment Advisory Firm (Arete Wealth Advisors, our RIA), multiple Insurance Agencies, and an Art and Wine Consulting Firm. Arete Wealth focuses on providing comprehensive wealth management for high-net worth individuals and institutions. In order to accomplish this, the firm specializes in alternative investment access, venture capital, private equity, and a wide range of other bespoke alternative investments. The firm has boasted double digit year-over-year revenue growth every year under Joshua’s tenure since he founded the company in 2007.
Early in Joshua’s career, he was accepted and about to attend Georgetown University Law Center but instead decided to defer and accepted an offer to join the newly formed research & development lab Walker Digital in Stamford, CT to pursue e-commerce innovation. There, along with Founder Jay Walker, he co-invented many patents, including the “name your own price” e-commerce patents which created 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, which spun off to become Ameriprise Financial. From New York City, he relocated to Washington DC and then moved on to Chicago. Joshua continues to call Chicago home and maintains an office in the Fulton Market District.
Joshua’s industry affiliations thus far include his landslide election victory in the fall of 2015 when he was elected to represent all 3,600 small broker-dealers across the country on the Financial Industry Regulatory Authority’s National Adjudicatory Council (NAC). During his 3- year term on the NAC, Joshua was a fierce advocate for investor protection but strongly balanced that with combating regulatory overreach.
In his expanded business and community works, Joshua has served on the Board of the Chicago chapter of the Young Presidents’ Organization (YPO), is a member of the Economic Club of Chicago, has previously served on the Board of Illinois Humanities, and currently serves as an Elected Trustee of the Museum of Contemporary Art Chicago.
Joshua is a graduate of St. John’s College in Annapolis, Maryland, where he has served multiple terms as an Elected Member of the College’s Board of Visitors and Governors with oversight of the College’s Finance, Investment, and Audit committees. He has previously taught Entrepreneurship classes at both of the College’s Annapolis and Santa Fe campuses.
Joshua finds energy to lead an accomplished professional career by balancing it with his personal interests. He is often seeking adventure and global travel with his family – whether it be with wife Megan or children, Camille and Jackson. He is also a voracious reader, a published writer, an art collector, loves golf and all racquet sports, and enjoys off- road adventure motorcycling.
“Do not delay. The difference between greatness and mediocrity is not putting off what can be done today for tomorrow.”
-Rabbi Joshua Haberman, Washington Hebrew Congregation