Focus Financial Partners Inc
Josh is part of the M&A and business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates located in the United States.
Prior to joining Focus, Josh interned with UBS Global Wealth Management on their Field Development and Productivity team. While there, he assisted in analyzing financial advisor performance metrics to promote and source funds toward the teaming of FAs and gained experience in the wealth management industry.
Josh graduated from The Pennsylvania State University with a B.S. in Finance. At Penn State, he was involved with the Smeal College of Business as he was president of the student mentorship organization.