Joshua D. Rogers

As CEO and Founder, Joshua is the steward of the firm’s financial management products and services, offered through more than 100 offices and over 265 advisors nationwide.

Arete Wealth is a full-service FINRA and NFA Member Broker-Dealer, Registered Investment Advisor (RIA), and Insurance firm focusing 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 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 several patents, including the “name your own price” e-commerce patents behind 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, where both he and his firm are based today.

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 balanced 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 Sante Fe campuses.