Josh returned to the firm in 2026 after previously working here from 2017 to 2019 — in between, he spent time in commercial and residential real estate, helping clients buy and sell property and providing consulting services. That experience gave him a broader, hands-on perspective on the financial decisions families and business owners face, which he now brings to his work in portfolio construction, financial planning, and client-level investment analysis.
Outside the office, Josh enjoys spending time with his family, playing golf with his dad, and traveling with his wife.