Joel Calvo

Joel Calvo is an active board member and trustee, leadership mentor, strategic investor, and keynote speaker, whose career spans 30 years as a C-level executive in the financial services industry. His exceptionally broad range of experience across the financial services industry includes CEO and Board Chairman roles with national mutual fund companies, broker/dealers, municipal finance, commodity firms, hedge funds, insurance companies and real estate partnerships.

Joel has served as the President, CEO and Board Chair of a broad range of financial services institutions including roles as Chairman and CEO of Washington Mutual’s WM Group of Funds, WM Financial Services and Washington Mutual Insurance; President of PNC Investments; PNC Capital Markets; and President of Main Street Trading.

Joel served as Chairman and CEO of the WM Mutual Fund Complex encompassing WM Advisors, WM Distributors, and WM Shareholder Services. During his tenure assets under management grew by 110% to $28 billion in under 5 years; the fund’s net sales grew by 400% in 3 years; and was chosen by Barron’s as a top 10 performing mutual fund complex nationally moving from #61 to #5 in just 3 years.

He served as Chairman and CEO of WM Financial Services (a national broker/dealer) where he directed 3500+ employees and more than 2,000 licensed brokers. In this role he implemented a combination of innovative and broad-based distribution strategies along with disciplined financial management, and as a result it was ranked as a top 10 performing bank broker/dealer nationally.

He currently serves on the Board of the Vancouver Economic Commission, and has served as a Board of Director and Executive Committee Member for several civic organizations including the University of California-Irvine School of Business and the Segerstrom Center for the Arts.