Josh helps people who take on significant risks inherent in their career paths, such as entrepreneurs, executives, consultants, private equity and hedge fund managers, by analyzing the risks present and working with them to avoid setbacks along their path to long-term wealth. He works at Signal Ridge Capital Partners within a collaborative team that specializes in wealth management services for high net worth individuals who appreciate this thoughtful approach to risk management. His primary roles within the team are to conduct investment due diligence, manage client investment portfolios, create financial plans, and service client needs as they arise.
He holds the CERTIFIED FINANCIAL PLANNER™ (CFP® ) designation, and he graduated Babson College magna cum laude in May 2014, receiving a BS with concentrations in Finance and Economics. His experience in the financial services industry includes previous internships with Street Financial Services, Ameriprise Financial, and Geoff Gray Corporation, valuable experiences in Bentley’s Wall Street 101 program, Leverage Academy’s Investment Banking Boot Camp, and both fundamental and technical analysis equity reports that he produced during his time as a student manager of Babson’s endowment within the Babson College Fund.