Joshua Horowitz

Joshua Horowitz has a diverse background in finance and management. Joshua started their career as an Accounting Intern at Berkow Schechter & Company LLP in 2008. Joshua then went on to work as a Finance Intern at Yale Health Services in 2010. In 2012, they joined Yale University School of Medicine as a Financial Assistant, where they monitored and managed numerous accounts for the department. From 2013 to 2016, they worked as a Financial Analyst at Joan & Sanford I. Weill Medical College of Cornell University, overseeing general clinical trials and reviewing contracts. In 2016, they joined Morgan Stanley as a Registered Client Service Associate, providing support to clients. Joshua then transitioned to UBS in 2018, where they served as a Wealth Strategy Associate until 2022. Joshua's most recent position is as a Wealth Management Advisor at Saugatuck Financial, which they held from 2022 to 2023. Currently, they serve as the Chief of Staff at Joule Case.

Joshua Horowitz completed their Master of Business Administration (MBA) degree in Finance, General at Baruch College, Zicklin School of Business from 2014 to 2017. Prior to that, they obtained their Bachelor of Science degree in Economics from the University of Wisconsin-Madison, where they studied from 2007 to 2011. Additionally, they hold certifications in Series 66 and Series 7, although no information regarding the institution or the year of obtaining the certifications is provided.