Josh Crossman advises wealthy individuals, families, businesses, foundations & endowments on a variety of matters including asset allocation, portfolio construction, wealth transfer planning and liquidity alternatives as well as custom specialty lending. Applying more than 25 years of experience in the financial industry, Josh provides tailored advice and solutions regarding asset allocation and advises on tactical investment decisions with a core focus on clients’ near and long-term goals. He works closely with his colleagues and his clients’ external trusted professional advisors on both public and private investments, philanthropic, estate and tax planning strategies. Prior to join