Joel Houck
Managing Director at HB Wealth
- Role
- Managing Director at HB Wealth
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Joel Houck
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial piece of mind to the clients we are privileged to serve.
Experience
Managing Director
Sep 2025 — Present · Columbia, MD, US
Lead the investment department at HB Wealth, chairing the investment committee to define and implement strategies. • Oversee asset allocation across diverse asset classes, aligning with clients\' long-term financial goals. • Establish a comprehensive investment risk management framework, ensuring compliance with regulations and best practices. • Mentor and develop a high-performing team of investment professionals, fostering collaboration and excellence.
Education
Miami University
Bachelor of Science (BS), Mathematics and Statistics
1987 — 1989
Miami University
Master of Business Administration (MBA), Finance, General
1989 — 1990
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