Josh Casper, CFP®, is a Senior Relationship Manager at Fidelity Private Wealth Management, where they currently oversee client relationships. Previously, they worked as a Wealth Manager at USAA from 2014 to 2015 and held various roles at Fidelity Investments from 2004 to 2014, including Financial Advisor and Client Service Manager. Josh earned a Bachelor's degree in Sport Management from the Isenberg School of Management at UMass Amherst in 1998.
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