Josh is a vice president and principal with Adviser Investments. He serves as a member of the firm’s Portfolio Review Committee and works directly with a select group of families and institutions. Josh was recently honored, for the eleventh time, as a Five Star Wealth Manager by Boston magazine. He is often called upon for his investment insights and analysis and appears regularly on The Adviser You Can Talk To Podcast, Adviser Investments’ investing podcast. A graduate of the University of Vermont and Phillips Exeter Academy, Josh lives with his wife and three very active young sons in the Boston suburbs. When he’s not in the office, Josh is usually chasing or being chased by one or more of his kids.
Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023)
The best financial advice I ever got is from my Dad: “It’s not a loss unless you sell. It’s just a temporary decline.”
85 Wells Avenue, Suite 109Newton, MA 02494
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