Josh is an Associate Director, Wealth Advisor with Cresset’s Reston office, where his focus is on portfolio management. He supports the team in constructing, implementing, and monitoring customized portfolios utilizing investments in both public and private markets, tailored to each client’s specific needs.
Prior to joining Cresset, Josh served as a trader at Heritage Wealth Advisors in Richmond, Virginia. There he was responsible for monitoring, rebalancing, and executing changes in investment strategy across high-net-worth and family office client portfolios. Before that, he was with Bingham Arbitrate Rebate Services, Inc. and Northwestern Mutual.
Josh earned a Bachelor of Science degree in financial technology, with a concentration in actuarial science, from Virginia Commonwealth University. He is a CFA® charterholder and a member of the CFA Society of Virginia.
Outside of the office, Josh enjoys spending time with his chocolate lab, traveling with friends, and a good beach.