Joe Moglia

OTA LEADERSHIP INDEX

Joe Moglia

185
LINES ON RECORD
3
APPEARANCES
3
SHOWS
2021–2024
ON RECORD

PORTRAIT: Bobak Ha'Eri · CC BY 3.0 · WIKIMEDIA COMMONS

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Joe Moglia navigates by mapping probabilities before committing, and his 10/80/10 risk framework is the clearest evidence, a leader who plots contingency corridors rather than charging on instinct. As The Navigator, he converts complex strategic terrain into executable lanes, whether restructuring a brokerage around its core competencies at TD Ameritrade or coordinating eleven players in lockstep on the football field.

IN THEIR WORDS, WHY NAVIGATOR

Down in 2018. My titles today are I Am Executive Advisor to the President. And he and I probably try to have dinner every couple weeks and talk about what we've got going on. And again, he's new, so he's making a lot of changes. All his decisions, but we'll talk about a lot of that.

MASTERS IN BUSINESS

That also told me very clearly that means I can't stay in football. So I majored in economics and I always had an interest in Wall Street. So I thought that I really wanted to pursue a career on the institutional side of Wall Street.

MASTERS IN BUSINESS

So there are basically three ways that I think a brokerage firm to make money with regards to, at least with regards to its trading. The first is the commissions you're charging. And the second one would be the way you manage your assets, which are the client assets on the balance sheet. What do you do with those assets?

MASTERS IN BUSINESS

A handful of those that I think they're really, really, really well done that I enjoy. And because they're episodes, you know, I'm not stuck to two and a half hours having to watch. That's number one. The other thing, though, in terms of podcast, the one that actually I do really enjoy is compound.

MASTERS IN BUSINESS

MASTERS IN BUSINESS

Masters in Business: “Joe Moglia on Going From Football to Wall Street”

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