Josh Caltrider, CIMA®, serves as Managing Director and Founding Partner at Americana Partners since April 2019, where the firm specializes in managing the wealth of a select group of families and individuals. Prior to this role, Josh held the position of Vice President and Financial Advisor at Morgan Stanley from June 2012 to April 2019 and founded UMS, LLC, which operated from June 2004 to December 2012. Additionally, Josh was the DFW Operations Manager at The Albert Companies from March 2008 to January 2012. Educational credentials include a BBA in Financial Consulting from the SMU Cox School of Business and the CIMA® designation from The Wharton School.
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