Josh serves as a portfolio executive and is a member of Adviser Investments’ Portfolio Review Committee. He is responsible for marketing the firm’s services to individual and institutional prospects. Josh joined Adviser Investments upon the 2011 acquisition of Kobren Insight Management (KIM), where he’d served a similar role since 1999. Josh has previously held positions with TIAA-CREF and Fidelity Investments. In 2019, he was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. Josh earned a B.A. in political science from the University of Vermont.