Joe Lanza
Executive · Entrepreneur · Investor
New York, New York
Rang the Nasdaq Closing Bell — President, Dow Jones Financial Markets
Executive & hands-on leader with 35+ years of demonstrated success turning innovation into new business lines and revenues across financial markets, media, and technology. From pioneering the first algorithmic trading newsfeed to founding the Barron's in Education program now in 120+ universities — a career defined by building, scaling, and leading with conviction.
35+
Years in Financial Markets
$215M
P&L Responsibility at Dow Jones
120+
Universities — Barron's in Education
Career Timeline
Business Consultant — Marketing & DistributionCurrent
Jan 2024 – Present
Soler Performance LLC
Developing new strategic distribution relationships for high-performance automotive products serving the Corvette and GM enthusiast community. Consulting on go-to-market strategy, retail partnerships, and national distribution channels.
Business Development Consultant
Nov 2023 – Jan 2025
Dow Jones
Led a Financial Literacy and Proficiency program driven from the Office of the CEO. Launched Dow Jones Smart Money website (smartmoney.com) — "Free to Read, Free to Learn" — a trusted financial education resource partnering with educators and public schools nationwide.
President
Oct 2021 – Oct 2022
Transparency Global
President of Transparency Invest — the leader in Transparency Indexes, Company Transparent Certification, and Certified Transparent Advisors. Accelerated the adoption of transparency standards across the financial advisory industry.
Director & Founder — Financial Education
2017 – Oct 2021
Barron's · Dow Jones Media Group
Developed, shaped, and grew financial education products, events, and content from Barron's, MarketWatch, and other Dow Jones Media brands. Founded the Barron's in Education program, now active at 120+ colleges and universities nationwide. Partnered with corporate and academia to equip future business leaders with the tools for success.
Head of Sales — Americas Sales Specialists
2014 – 2016
Thomson Reuters
Led a team of 120 sales and subject matter experts across North America, driving the entire gross sales target for the Financial & Risk business. Member of the Senior Leadership team.
Lead Consultant
2013 – 2014
Independence Consulting LLC
Consulted for two CEOs and an EVP across three firms including Time Inc., providing strategic advisory on business development, sales transformation, and growth initiatives.
President — Financial Markets Group
2002 – 2013 · 11 yrs
Dow Jones
Progressive 11-year tenure with full P&L leadership for a $215M global business across Dow Jones Newswires, Private Markets, direct feeds, databases, desktop applications, and web-based offerings reaching 350,000+ financial professionals and 34M+ online brokerage account holders.
Global Head of Data Content & Strategy (2012–2013) — Led 300+ research & data analysts worldwide. Reported to CEO.
President, Financial Markets Group (2010–2012) — Full P&L for $215M business. Reported to Group President.
VP & Managing Director, Algorithmic & Trading Products (2008–2010) — Pioneered the first algorithmic & electronic trading elementized newsfeed in financial markets, delivering content in milliseconds.
VP Sales, Americas (2006–2007) — Led Factiva acquisition sales integration; 75-person team; $200M+ revenue.
VP Sales, Marketing & Product, Newswires (2002–2005) — Led 50-person team; $140M revenues across Americas.
President, Retail Division & VP Business Development
2000 – 2002
Barra Inc.
Led the retail intermediary business division reporting to the CEO. Successfully developed and launched Barra's first-ever SaaS-delivered risk offering. Negotiated key sales with senior executives at Reuters, Thomson/ILX, SmartMoney, and Lipper.
Senior Vice President
1990 – 2000 · 10 yrs
Reuters America
Decade-long career rising from Equities Analytics Specialist to SVP & General Manager. Led startup of a new B2B financial online marketplace, achieving 160% of annual target in just seven months. Held P&L for $120M fixed income products in the Americas. Directed a $400M information products portfolio.
SVP & GM, Reuters Online (2000) — New B2B financial marketplace startup; 160% of goal in 7 months.
VP, Fixed Income Information (1999–2000) — $120M P&L; 14,000 positions; grew sales 20% YoY.
VP Marketing, Information Products (1997–1999) — $400M portfolio across all asset classes.
Director → Sales Manager → Account Executive → Specialist (1990–1997)
Financial Advisor
1987 – 1990
Glickenhaus & Co.
Investment planning for high-net-worth individuals. Advised and sold equities, options, government debt, mortgage-backed securities, corporate bonds, and municipal bonds. Series 7 & 63 licensed.
Education
William Paterson University
BBA — Concentration in Finance
1983 – 1987
University of Michigan
Stephen M. Ross School of Business
Executive Leadership Program
Core Competencies
Financial Services
P&L Leadership
Enterprise Sales
Business Development
Product Strategy
Venture Capital
Negotiation
Team Building
M&A Integration
SaaS
Financial Education
Algorithmic Trading
Strategic Partnerships
Consulting
Connect