Private Wealth Relationship Manager
After graduating from college, Josh was headed for a career in accounting, as he had an excellent facility with numbers and wanted to get a better understanding of the business world. He soon found, however, that there may be more to numbers than spreadsheet analysis. Luckily for the firm, he discovered a passion for working with clients where he could seamlessly integrate his understanding of numbers with facilitating client relationships. Josh will tell you that working with clients and getting to know them better is truly an enjoyment of the job.
Josh views the firm’s client relationships not only as business relationships, but as friendships. He also loves that, every day in this business brings new challenges, which he uses as an opportunity to learn and grow. As a Private Wealth Relationship Manager, Josh uses his considerable personal skills and patience to make him an asset to the firm and our clients. He and his wife welcomed their first child into the world this year and Josh will tell you that it was one of the proudest moments of his life.