Capital Advisors
Josh B. is an accomplished finance professional with a robust background in portfolio analysis, wealth management, and investment strategies. Currently serving as a Portfolio Analyst at Capital Advisors since May 2022, Josh operates on portfolio construction for over $2B across multiple regions and has achieved significant analytics-driven results. Prior experience includes roles as an FADP Associate and a Wealth Management Intern at Merrill Lynch, where Josh developed asset allocation strategies for high net worth clients and conducted investment reviews. Additional experience encompasses participating in investment research at Phoenician Investment Fund, providing credit analysis at Ocean Bank, and auditing support at ZOMMA Group, alongside strong academic credentials including a Bachelor of Science in Finance from Florida International University.
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Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/