Josh is responsible for the development, maintenance, and oversight of the firm’s strategic investment program. He leads our investment committee and oversees the construction and ongoing management of client portfolios. Josh has nearly twenty years of industry experience, including roles within portfolio management, trading, and research. He is committed to helping our clients develop and maintain investment plans that are aligned with their unique goals and needs. Josh received his MBA from the Stern School of Business at New York University, with concentrations in Finance, Economics, and Financial Instruments & Markets, and his BA in English & American Literature from Brandeis University.