Joshua I Wilson, PhD, CMT

Founder United Ethos Wealth Partners

Joshua Wilson, the founder of United Ethos Wealth Partners, is a seasoned wealth management executive with an extensive range of experience in areas such as strategy, turnarounds, private transactions, options trading, business development, and executive leadership. He currently advises, aligns with, or partners with several family offices and RIAs, some of which might be mentioned on his profile. Joshua is open to forging new relationships or exploring opportunities where he can add value or that align with his existing relationships. In a discreet manner, Joshua facilitates strategic relationships between family offices and other investment groups. These groups often seek quiet sales of assets in realms like real estate, off-market transactions, hard assets, operating companies, alternative finance, and co-investments. RIAs value Joshua's expertise in two main areas: 1) his knack for helping them discover and engage in unique private deals, and 2) his ability to assist their clients in establishing strategic relationships, executing confidential asset dispositions, orchestrating business exits or restructurings, and addressing other complex issues related to substantial assets, investments, and financing.

Doctor of Philosophy (PhD) - Behavioral Finance & Entrepreneurship 2023
Masters of Management - Financial Services
Bachelor of Arts - Religious Studies
image-16 Wealth Management
image-18 Policy Analysis
macroeconomics Macroeconomics
Market Trends
image-21-300x300-1 Financial Consulting

Register to for Joshua Wilson episodes, events, and more.

Already have an account?

Recent Posts

economic paradigms
Business Services

Unraveling Ethical & Economic Paradigms: JP Morgan, Epstein, Eric Stewart, and Ibram X. Kendi

Joshua Wilson - October 2, 2023

Recently, controversial affiliations and questionable economic paradigms surrounding the ethical practices of major financial institutions have made headlines. JPMorgan Chase, whose entanglements with the late financier Jeffrey Epstein led to a $75 million settlement in a sex trafficking lawsuit, rekindles the debate on the integrity of mammoth financial entities.

Read more
financial titans
Business Services

The Silent Takeover: How Three Financial Titans Redefine Rules of Wealth

Joshua Wilson - September 8, 2023

In today's rapidly evolving financial landscape, three colossal financial titans have emerged, leading a silent revolution and wielding unparalleled influence over the global wealth distribution. Why, in an era of decentralization and democratization, are we witnessing such a stark concentration of financial power?

Read more
discussing Authentic Community

Creating Culture Change and Authentic Community: The New Financial Frontier

Joshua Wilson - August 17, 2023

In today's rapidly evolving financial landscape, the importance of fostering a thriving community and driving culture change cannot be overstated. As we navigate the complexities of the modern financial world, the role of authentic community engagement becomes paramount.

Read more

The Power of Inquiry: How to Ask Better Questions in Finance

Joshua Wilson - August 3, 2023

Welcome to another episode of the Untamed Ethospodcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of "The Power of Inquiry: How to Ask Better Questions in Finance.

Read more

Does Barbie Push a “Woke” Agenda? Exploring Current Cinematic Themes and the Stock Market

Joshua Wilson - July 26, 2023

As we reflect on the Barbie Universe with Mattel's recently released movie, it's an era where the lines between children's movies and adult humor blur, giving rise to discussions on whether contemporary cinema is pushing boundaries too far or simply evolving with the times. Recent research from the Motion Picture Association suggests that modern films are taking more liberties with content that once might have been deemed 'mature' for general audiences.

Read more