Josh advises wealthy individuals, families, foundations and endowments on a variety of matters, including asset allocation, portfolio construction, wealth transfer planning and liquidity alternatives.
He also provides tailored advise and solutions regarding asset allocation and advises on tactical investment decisions with a core focus on clients near and long term goals.
Josh has 20+ years experience in the financial industry. Prior to joining Boston Private, Josh worked for Merrill Lynch Private Banking & Investment Group and J.P. Morgan Private Bank where his team managed approximately $1.5 billion in assets.
Prior to J.P. Morgan, he worked for a $1 billion private family office as its Chief Investment Officer.
His past work experience also includes Fidelity Investments where he was Vice President of Capital Markets and Director of Structured Products. Prior to joining Fidelity in 2000, he spent six years at Bear Stearns & Company as an Assistant Portfolio Manager.
Josh earned his B.B.A. degree in Business Administration and International Finance from the University of Miami in 1995.
He also completed the Executive Education Program in Financial Engineering at Harvard Business School in 2003 and the Fellowship Management Program in Financial Management at Massachusetts Institute of Technology in 2004.
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