Josh Gully

Articles by: Josh Gully

Beyond the Wirehouse: A New Perspective on Serving Ultra High Net Worth Clients

Oct 22, 2025

9 on Barron’s Top 100 Private Wealth Management Practices. $4.8 billion in assets under management. And over 30 years...

Thinking About Selling Your Tech Company? Here’s What You Should Know.

Jul 26, 2023

By Josh Gully and Ghislain Gouraige, CEPA® Tech companies and their high-profile founders are all the rage right now....

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