Josh has been advising families, entrepreneurs, endowments, and foundations for over 17 years to help preserve and grow their wealth.

Josh most recently served as a Managing Director with the J.P. Morgan Private Bank, where he worked since 2008. For the past decade, he has served in a combined role as both a private banker and an investment specialist (typically two separate roles at the J.P. Morgan Private Bank), providing integrated advice and coverage to his clients and their families. In this role, he was responsible for advising clients on comprehensive wealth management solutions, including public and private investments, credit and liquidity needs, day-to-day cash management, and sophisticated estate and charitable planning.

Originally from Indianapolis, Indiana, Josh graduated from the Kelley School of Business at Indiana University in 2008 with a degree in Finance. He lives in New York City with his wife, two young children, and a goldendoodle. In his spare time, Josh enjoys spending time with his family, traveling, golfing, and supporting his Indiana sports teams (Hoosiers, Pacers, Colts).