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Joe Wilson identifies and manages targeted relationships with buyers of primary and secondary leveraged loans, providing insights on underwriting financial structures for leveraged buyouts, recapitalizations, and refinancings. Wilson was previously a managing director at Citigroup and a senior member of the loan sales and trading franchise. He was part of the leveraged credit sales team, responsible for both primary and secondary loan sales as well as structured credit sales across a diverse investor base. Before Citibank, Joe held various roles in investment banking and commercial banking at JPMorgan, including distressed loan sales and trading. He graduated with honors from North Carolina Agricultural & Technical State University with a BS in accounting and holds an MBA in finance from the Samuel Curtis Johnson Graduate School of Management at Cornell University. Joe is a certified public accountant, a CFA Charter holder, and a member of the New York Society of Security Analysts. He resides in Montclair, NJ with his wife, Donna, and their son, Joseph III (Trey).
Samuel Curtis Johnson Graduate School of Management • Ithaca, NY
Teaches courses related to financial markets and lending.
Citigroup • New York, NY
Led the loan sales trading franchise focusing on leveraged credit.
JPMorgan • New York, NY
Worked in investment and commercial banking, focusing on distressed loan sales and trading.
Department of Architecture