Josh has spent over ten years in the financial services industry helping guide clients along the right financial path. Josh manages over $200 million in customized portfolios for individuals and institutions. In addition to managing portfolios, Josh serves as an equity specialist making stock recommendations to the Investment Committee based on fundamental analysis.
Josh is a graduate of the University of Richmond with a Bachelor of Science in Business and a concentration in finance. He received the Chartered Financial Analyst (CFA®) designation in 2012.
"In today’s financial world, you need a skilled advisor to navigate you through the intricate maze of stocks, bonds, and alternative investments."