As Analyst, Client Service, Josh supports financial advisors and provides comprehensive service to clients. In addition, he assists in business decisions and helps improve efficiencies in the firm. Prior to joining NewEdge, Josh served as an Account Executive at CompStak.
Josh graduated from Temple University where he earned a Bachelor of Business Administration in Finance and a minor in Accounting. He currently resides in New York City. In his free time, Josh enjoys attending concerts, playing tennis, and traveling.
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Current role
Analyst, Client Service at NewEdge Wealth
Analyst, Client Services at Baker Street Advisors
Analyst, Client Service at NewEdge Wealth
Senior Analyst, Client Services at Crown Agents Bank Limited
Sr. Analyst, Client Services at Ovative Group