Joshua R. Bubbs

Principal at Caldwell

Joshua R. Bubbs is a seasoned financial professional with extensive experience in various roles across the financial services industry. Currently serving as a Consultant at Caldwell since March 2022, Joshua previously held the position of Executive Director of Fundraising and Investor Relations at Bramshill Investments LLC from August 2017 to August 2021. Joshua also worked as a Financial Services Representative at Barnum Financial Group and The Weiss Group, An Office of MetLife, between 2010 and 2017. Prior experience includes serving as Director of Business Development at Newport Financial Group, Inc. and as Brokerage Manager at M&M Brokerage Services, Inc. Additionally, Joshua held the role of AVP Portfolio Manager Liaison at Fred Alger Management. Educational credentials include a degree from Union College and attendance at Avon Old Farms.

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