Profile
Joe Gladue currently serves as Director of Research at J.
Alden Associates, Inc. since 2019, Research Director at Alden Associates, Inc. since 2019, Chief Financial Officer at Equalize Capital LLC since 2019, President, Chief Financial Officer & Treasurer at Equalize Community Development Fund since 2019, and Managing Partner at American Home Opportunity Mortgage Fund LP since 2020.
Former roles include Equity Analyst & Director of Research at The Chapman Co., Research Director at MCG Securities LLC from 2015 to 2018, Principal at Wilmerding Licensing Corp., Equity Analyst at B. Riley Securities, Inc. from 2007 to 2013, Equity Analyst at Cohen & Company Capital Markets LLC from 2003 to 2007, Junior Equity Analyst at Legg Mason & Co. LLC (New York), Vice President-Corporate Development at Axos Bank from 2014 to 2015, and Senior Analyst at CV Brokerage, Inc. Education includes undergraduate studies at the University of Notre Dame and graduate studies at Loyola University Maryland, Inc.
Joe Gladue active positions
| Companies | Position | Start |
|---|---|---|
J. Alden Associates, Inc.
J. Alden Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Director of Research - Equity | 01/01/2019 |
Equalize Capital LLC
Equalize Capital LLC Investment ManagersFinance Provides investment advice | Director of Finance/CFO | 01/01/2019 |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director of Finance/CFO | 01/01/2019 |
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Retails computer and computer peripherals | Chief Tech/Sci/R&D Officer | 01/01/2019 |
American Home Opportunity Mortgage Fund LP | Corporate Officer/Principal | 01/01/2020 |
Former positions of Joe Gladue
| Companies | Position | End |
|---|---|---|
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01/12/2018 |
Axos Bank
Axos Bank Regional BanksFinance Provides consumer and wholesale banking services through online | Corporate Officer/Principal | 31/05/2015 |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 28/02/2013 |
Cohen & Company Capital Markets LLC
Cohen & Company Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2007 |
| ░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ | - |
Training of Joe Gladue
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 15 |
|---|---|
J. Alden Associates, Inc.
J. Alden Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Wilmerding Licensing Corp.
Wilmerding Licensing Corp. Electrical ProductsProducer Manufacturing Manufactures portable generators, televisions and electronics | Producer Manufacturing |
The Chapman Co.
The Chapman Co. Investment Banks/BrokersFinance Operates an investment banking firm | Finance |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Loyola University Maryland, Inc.
Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Retails computer and computer peripherals | Retail Trade |
Cohen & Company Capital Markets LLC
Cohen & Company Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Axos Bank
Axos Bank Regional BanksFinance Provides consumer and wholesale banking services through online | Finance |
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Provides investment research | Finance |
CV Brokerage, Inc.
CV Brokerage, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Equalize Capital LLC
Equalize Capital LLC Investment ManagersFinance Provides investment advice | Finance |
American Home Opportunity Mortgage Fund LP |
- Stock Market
- Insiders
- Joe Gladue
















