Josh is a partner and wealth advisor 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. 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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.