Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle objectives. Josh has extensive experience with advanced wealth structuring techniques and creates customized investment solutions to meet the needs of his clients.
Prior to joining NewEdge Wealth, Josh was a Managing Director and Private Wealth Advisor at Morgan Stanley for thirty years. By placing his clients first, Josh has earned recognition from prominent publications such as Barron’s, Forbes, and the Financial Times as one of the top advisors in the country on an annual basis for the past fifteen years. Additionally, Josh was the senior founding member of a team that was recently ranked by Barron’s as the 9th best Private Wealth Management team in the country for their ability to provide exceptional service, content, and investment performance for their clients.
Josh graduated from Cornell University with a B.S. in economics and NYU Stern School of Business with an MBA in finance. Josh and his wife live in New York City, and Naples, FL. They have two grown children. In his spare time, he enjoys cycling, hiking, skiing, and horticulture.
Honors & Accolades*
- Barron’s Top 50 Private Wealth Advisory Teams
- Barron’s Top 100 Financial Advisors in America
- Barron’s Top 1,200 Financial Advisors in America
- Forbes America’s Top Wealth Advisors
- Forbes America’s Top 250 Wealth Advisors
- Forbes Best-In-State Wealth Advisors
- Financial Times 400 Top Financial Advisers
Registration Info:
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*Barron’s Top 50 Private Wealth Advisory Teams ranking awarded in April 2019 and April 2020 based on December 31 data of the prior year. Barron’s Top 100 Financial Advisors in America ranking awarded in April 2020 based on prior 12-month data. Barron’s Top 1,200 Financial Advisors in America ranking awarded in March 2018, March 2019, March 2020, and March 2021 based on September 30 data of the prior year. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.
*Forbes/Shook America’s Top Wealth Advisors ranking awarded in August 2021 based on March 31, 2020, data. Forbes/Shook America’s Top 250 Wealth Advisors ranking awarded in August 2021 based on March 31, 2020, data. Forbes/Shook Best-In-State Wealth Advisors ranking awarded in February 2021 based on June 30, 2020, data. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.
*Financial Times 400 Top Financial Advisers ranking awarded in March 2018 and April 2019 based on data on June 30 of the prior year. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.