Josh joined the firm in 2010 and focuses on financial planning and investment advising for individuals and families. He holds the CERTIFIED FINANCIAL PLANNER™ and CIMA® [Certified Investment Management Analyst®] designations, having met rigorous experience, ethics, coursework, and exam requirements.
He holds a Bachelor of Arts from Hampshire College and a Masters of Science in Mathematics Education from Brooklyn College, Josh holds Series 7 and 66 securities representative licenses in addition to Life, Accident, and Health Insurance licenses.