As a Wealth Analyst, Josh supports the Wealth Management Team in delivering investment management and financial planning services to our clients. Josh works closely with Investments, Planning, Advisory and Operations to make accurate and reliable investment and financial planning recommendations.
Professional and Business History
Josh previously worked at the University of Valley Forge as an admissions and financial analyst.
- M.A. Mathematics, Villanova University
- B.S. Mathematics and Philosophy, Villanova University
Josh lives in Phoenixville with his wife and two cats. He enjoys discussing philosophy and playing games with friends.