Associate Director, Wealth Advisor
Josh serves as an Associate Director, Wealth Advisor with Cresset. He brings clients tailored financial guidance with the goal to preserve and grow their wealth. Josh helps clients navigate a complex investment landscape through a focus on asset allocation and manager selection.
Prior to joining Cresset, Josh was an Associate Wealth Advisor with Berman Capital Advisors. Before that, he spent four years as a Foreign Affairs Officer at the U.S. Department of State, working on U.S.-China relations. Josh also worked as an Investment Banking Analyst at Jefferies within the Media & Telecom Group, where he helped companies in the fiber, satellite, wireless, and wireline sectors raise capital and execute mergers and acquisitions.
Josh graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Peace, War, and Defense and a minor in Business Administration. He also holds an MBA from London Business School.
Outside of the office, Josh enjoys spending time with family and friends, reading, and traveling to experience new countries and cultures. He lives in midtown Atlanta with his wife and son.