Josh Monroe is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Special Needs Consultant (ChSNC®) currently serving as an Associate Partner and Wealth Advisor at Corient since January 2019. Previously, Josh held various positions at Northwestern Mutual from June 2010 to January 2019, including Associate Wealth Advisor and Director of Network Office Supervision. Earlier experience includes a role as a Technical and Creative Specialist at X Factor Consulting, LLC, from July 2007 to June 2010, and an internship at SafeHouse Outreach in 2008. Josh earned a Bachelor of Arts in Music Performance from Georgia State University between 2005 and 2009.
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